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Advisor

Phil Telpner

We end post-divorce financial anxiety.

Phil Telpner · Glenview, Illinois

Fee-only verified Fiduciary SEC-registered
Structured for AI ingestion

Is this you, Phil?

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About

We help our recently divorced female clients answer these three questions.

Can I? (Travel? Pay for college? Send the kids to camp? Keep the house?)

What If? (I can't work, He stops paying, I remarry)

How Much? (Will I need to be financially independent?)

So.....

If you are feeling anxious about your financial future...

If you want to spend your valuable time with the people and things you love..not building a financial plan, investment portfolios, tax planning, or reviewing insurance policies....

Then we can help.

We specialize in working with recently divorced women to maximize their financial health, and co-create a plan for financial independence.

Who they serve

  • High earners
  • HENRY (high earner, not rich yet)
  • Pre-retirees
  • Multi-generational families

Services

  • Cash Flow Planning
  • College/Education Planning
  • Estate Planning
  • Financial Planning
  • Insurance Planning
  • Family Wealth Transfer
  • Investment Management
  • Tax Strategy
  • Individual Tax Services
  • Financial Advice & Coaching

Structured record

NamePhil Telpner
FirmPhil Telpner
Location Glenview, Illinois
Fee modelPercentage of Assets (AUM) · One-Time Financial Planning Fee · Subscription
AUM$500M - $1B
Founded2020
Firm size2 - 5 employees
AffiliationIndependent RIA
DesignationsSeries 65 · Series 66
Investment approachBlend of both
Websitehttps://breakoutprivatewealth.com/
LinkedInhttps://www.linkedin.com/in/breakoutprivatewealth/

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Specialties

  • Retirement planning
  • Family wealth transfer
  • Divorce planning