Everything we do revolves around your goals. Our method of comprehensive wealth management begins by gaining a thorough understanding of your financial and life goals. An area we work on daily is retirement planning. Like most people, you may wonder if you will be financially prepared for a retirement that will sustain your desired quality of life. However unique your dreams may be, Breckenridge Financial Services will work with you to craft a financial road map in order to achieve those goals. Your goals become the focus of our efforts. With Breckenridge Financial Services, you can count on building a long term professional relationship with a trusted financial consultant.

Few subjects are as intimidating as money and finance. Whether you are planning for retirement, education, or any of life’s other important events, you’re bound to encounter some "foreign terms."

Learning the language of money and feeling comfortable with financial matters can be a tremendous help in financial planning. Whatever your financial goals, Bill Tolstyka welcomes the opportunity to assist you in understanding the path to your financial future.

Most of us know what we want for our future. That's the easy part. The tough part is knowing how to get there. That's why at Breckenridge Financial Services, we listen to your plans, your goals, and your aspirations.  Then we partner with you to develop a plan that guides your actions today to help get the results you want for your tomorrow.
 

• Comprehensive financial planning

• Portfolio design and management

• Retirement Planning

• Estate Planning

• Tax Planning

• Educational Funding

• Insurance and Risk Assessment

• Investment Planning