Kyle Breitzman

Background

About Kyle Breitzman

After a free initial consultation with me, clients have a much better understanding about what they own, how they are invested, how they SHOULD be invested, and most important of all: what it all MEANS! I am a Certified Financial Professional with a focus on income taxation. I am licensed to sell insurance and securities products in WI. I help people understand the natural interrelationship between taxes and investing so they can feel more in CONTROL over their financial futures. Having a lot of money is not as important as understanding what to do with it. I help my clients understand that 1. There is only one purpose for money: to be spent. The only people that will spend their money are themselves, their loved ones, and the government. A good plan ensures that the RIGHT people will be spending their money. The right people are NOT the government. An ideal client is one that values a long-term commitment. I work with young, educated families, retirees and everything in-between because a good financial plan is adaptable through all phases of life (and even death). You may reach me via email or call me at (262) 782-7224. Registered in States: WI, NC, MN, PA, TX, VA Kyle Breitzman, CFP (R) 2717 N Grandview Blvd #105 Waukesha, WI 53188 kyle@nobofs.com (262) 782-7224 Representative is registered with and offers only security and advisory services through PlanMember Securities Corporation, a registered broker/dealer, investment advisor and member FINRA/SIPC. 6187 Carpinteria Ave, Carpinteria, CA 93013,(800) 874-6910. Northbound Financial Services and PlanMember Securities Corporation are independently owned and operated.