ASK BREE & LISA - THE FINANCIAL STRATEGISTS

ASK BREE & LISA - THE FINANCIAL STRATEGISTS

Financial Services

Palm Bay, Florida 322 followers

Building bridges to financial success l TAX-FREE l RISK-FREE l Finance Strategists l Wealth builders

About us

"Embrace your financial power and unlock limitless possibilities." 88% of U.S. adults said high school did not leave them “fully-prepared” for how to handle money in the real world. Are part of the 88%? We are here to provide the necessary tools and knowledge to empower individuals to make more sound and confident financial decisions. Everyone deserves to have control over their financial well-being, regardless of their background or current situation. We are involved in every aspect of financial planning. We help people grow their money RISK FREE & TAX FREE. Two things that everyone wants, but no one thinks is possible. If you would like more information, contact us today!

Website
https://sites.google.com/view/breonna-lisa-gfi/home
Industry
Financial Services
Company size
51-200 employees
Headquarters
Palm Bay, Florida
Type
Self-Employed
Founded
2023
Specialties
Retirement Planning, Mentorship, Coaching, Life and Health Insurance, Personal Development, Leadership Development, and Communication

Locations

Updates

  • View profile for Breonna Moore, graphic

    Entrepreneur | Financial Strategist | Wealth Protection l Risk Free & Tax-Free Retirement l Coach

    Continuous improvement is better than delayed perfection. -Mark Twain Moral of the story: JUST DO IT! You know, the "it" you've been putting off for so long? The project. The career. The book. The gym. The health & fitness. The podcast. The website. The business. Whatever it is... you should start doing it. Embrace the imperfections of the beginning of something new. The right time is always right now.

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  • THIS!

    View profile for Breonna Moore, graphic

    Entrepreneur | Financial Strategist | Wealth Protection l Risk Free & Tax-Free Retirement l Coach

    With a student athlete background, I can whole heartedly confirm that this list is perfect for bringing out the best in a team environment. And as a growing leader in business, I want to get back to my childhood roots of being a great teammate and captain. I love what playing sports did for my mind, body & spirit as a kid. And now I'm ready to implement all those lessons for my growing team and business! I'M FIRED UP!!!!

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  • "A good man leaves an inheritance to his children's children, but the wealth of the sinner is stored up for the righteous." -Proverbs 13:22 All my childhood years I spent in the church, but I never knew how much the bible mentions wealth and the importance of being a good steward of your money. I'm grateful to be in a position to serve others on their journey towards financial success!

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  • View profile for Breonna Moore, graphic

    Entrepreneur | Financial Strategist | Wealth Protection l Risk Free & Tax-Free Retirement l Coach

    Change is the ONLY constant! Be okay with the constant motion of change because there's always a way to adjust to it. Be okay with discomfort because being comfortable is detrimental to your success. Be okay with letting things go because holding on to things will prevent you from gaining new things.

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  • 📌 𝕄𝕪 𝕛𝕠𝕓 𝕚𝕤 𝕥𝕠 𝕥𝕖𝕝𝕝 𝕪𝕠𝕦 𝕒𝕓𝕠𝕦𝕥 𝕝𝕚𝕗𝕖 𝕚𝕟𝕤𝕦𝕣𝕒𝕟𝕔𝕖, 𝕟𝕠𝕥 𝕥𝕖𝕝𝕝 𝕪𝕠𝕦𝕣 𝕗𝕒𝕞𝕚𝕝𝕪 𝕥𝕙𝕒𝕥 𝕪𝕠𝕦 𝕙𝕒𝕕 𝕟𝕠𝕟𝕖. As a financial professional, I cannot stress enough the importance of protecting your loved ones with the right financial tools. One of the most valuable ways to ensure your family's financial security is by investing in life insurance. Life insurance is not just a policy, it's a promise to your loved ones that they will be taken care of financially in the event of your passing. Whether you are the primary breadwinner or a stay-at-home parent, having life insurance can provide peace of mind and protection for your family's future. By investing in life insurance, you are insuring your love and commitment to your family. It can help cover expenses such as mortgage payments, college tuition, and everyday living costs, ensuring that your loved ones can maintain their standard of living even after you're gone. Don't wait until it's too late to protect you and your family's financial future.

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  • ASK BREE & LISA - THE FINANCIAL STRATEGISTS reposted this

    View profile for Lisa Matthews, graphic

    Impactful Financial Planning | Risk-Free Investments | Tax-Efficient Strategies | Protect Family Legacy | Wealth-Building Solutions | Secure Financial Future

    𝓨𝓸𝓾𝓻 𝓪𝓬𝓽𝓲𝓸𝓷𝓼 𝓹𝓻𝓸𝓿𝓮 𝔂𝓸𝓾𝓻 𝓰𝓻𝓮𝓪𝓽𝓷𝓮𝓼𝓼. 🌱 Today is a new day! Every day that you are blessed to open your eyes and experience a new day, you are blessed to achieve and accomplish your goals and dreams. 🌱 Maybe yesterday wasn't the greatest day for you and that's okay, we all have not so great days. But, what are you doing today to make it a great day?! What steps are you taking today to push you closer to your goals and dreams! 🌱 Yesterday has come and go, there is no point to focus on what has already passed by. Believe that what happened to you then is to prepare you for now, the new day. 🌱 Be the best you that you can be. Put your best foot forward and do your absolute best. Focus your energy on the present and know today is YOUR DAY!

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