MetLife
Kyle Breitzman, Financial Advisor, Brookfield WI

Financial Services Representative
Financial Advisor
Registered Representative

Are you dreaming of success?

Financial Success means many things to many people.  To me, financial success is achieved when a peaceful balance exists amongst the important things in life: family, health, home, lifestyle, business interests, dignity, identity, spirit, worthy causes, and a legacy.  Financial Success, then, is like a custom blueprint created by the client-architect. 


Financial Adviser finds the appropriate tools amongst a seemingly bottomless toolbox to assist a client on a journey from where they are to where they want to be!  The challenge is to utilize the limited resources of the client to take the necessary steps.
 
My Process is never about "selling" policies, making false promises, or judging people for past mistakes.  It is 100% all about my clients, their families, and their dreams.
 
My Commitment to my clients is that I will alwys dispense advice with their best interest in mind. It means being there when life's journey takes a detour for better or for worse.  
 
My Clients are people of diverse backgrounds.  I especially like working with Badger fans and alums, professional women, business owners, and young families of all descriptions.  My clients, furthermore, value open communication, regular reviews, and accepts that although the road to Financial Success is long, difficult, and ever-changing, there is value in taking the journey.

 

 

 

 

I am licensed and registered to offer products and services in [WI]. Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states. Please contact this office for further information.

L1011213262[exp1212][All States][DC]

Financial Calculators

Tools to help you estimate answers to common financial questions.

Learn more.

Retirement IQ Quiz

How much do you know about Retirement Income?

Learn more.

Learning Center

A library of tools to educate you on a wide variety of financial topics.

Learn more.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

More Calculators →

Insurance for Two Could Benefit Your Heirs

Survivorship life insurance offers a way to help a couple's heirs pay estate taxes, probate costs, and other final expenses — and could be especially important after 2012 when the federal estate tax is scheduled to be significantly higher. Even if the estate tax doesn't apply to an estate, the insurance proceeds could benefit heirs or a favorite charity.

Lessons from a Perilous Year

In retrospect, 2011 was a formidable year for catastrophes. Small businesses can be hit hard when extreme weather or a natural disaster causes damage or forces a temporary closure. This article considers the importance of adequate insurance protection and ways to help reduce uninsured losses.

GDP: Measuring the Economy

It's likely you've heard a lot about the gross domestic product (GDP) if you follow the news. But what is its impact on the national economy and how has the Great Recession impacted the GDP? This primer explains the numbers behind the GDP and what it ultimately tells us about the economic health of the nation.

When Key Players Can't Work

If a company is a two-owner business or its success relies on a few key players, key-person life or disability insurance could possibly offset the risk that the premature disability or death of a major contributor could ruin its future prospects.

More Newsletters →