We teach financial advisors how true WEALTH works.
Our mission is for every American citizen to understand how the tax code will impact them in retirement.
Go on the mission with us
We partner with financial professionals who want to provide more value for their clients.
If you are looking for a better way, here’s how we can partner:
Watch our video for a glimpse of what you can learn with Breakaway.
Most financial advisors primarily care about the growth of the assets they manage so they can collect more and more fees. The elite group of agents connected to the Breakaway League are able to earn more without charging fees year after year on assets that carry tax liability. We help you put your clients’ needs first to ensure they have access to the funds they need in the accumulation phase, a seamless distribution strategy, and the ability to protect their legacy for their families.
Join this elite group of agents
Learn more about our principles
If you’re okay with the status quo and willing to look past the inefficiencies of the current mainstream financial strategies, and if you’re okay with handing your clients a tax burden that kicks in when they hit the distribution phase, that’s okay. We want to join up with like-minded individuals who want to serve their clients.