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. 


A 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.

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Newsletters

On the Committees

The closely watched "yield curve" has been fairly adept at signaling the onset of U.S. economic recessions. A yield curve inversion would seem to be a fairly straightforward method for ascertaining the direction of the economy, but more often than not it's not so simple.

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Japan’s economy hasn’t been on solid ground since the 1990s, but now it must grapple with rebuilding after an earthquake, tsunami, and nuclear accident that have caused economic losses expected to surpass $300 billion. What is the outlook for Japan and the effects the nation's disasters could have on the world economy and financial markets?

Evaluating Life Insurance Needs

It's a good idea for people to evaluate their life insurance coverage to help ensure it keeps pace with their needs. Not only do major life events affect the amount of coverage that may be needed, but inflation can reduce the purchasing power of the death benefit and a greater benefit may be needed to cover estate taxes and other debts.

Finding a Good Time to Invest

When a prominent stock market index closes above an important threshold, many investors who have been sitting on the sidelines may see it as good time to invest, but they may have missed a significant part of the rally. Waiting for the "right" moment to invest could prove to be a costly and ineffective strategy.

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