Breakaway Financial Group is a dedicated team of financial experts based in Mt Pleasant, SC, specializing in providing comprehensive wealth management and business consulting services to small business owners. With a focus on early and mid-career entrepreneurs, they offer a range of services including investment management, tax planning, insurance review, cash flow management, college planning, estate planning, and business consulting.
Their experienced team, led by Patrick Traverse, Lisa Nee, and Craig Stahlecker, understands the unique financial challenges faced by small business owners and aims to empower them to achieve both personal and business financial success. By offering tailored strategies and advice, Breakaway Financial Group helps entrepreneurs maximize their wealth-building potential and navigate the complexities of business finance and tax planning.
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