Mike Breit

Mike Breit

Financial Advisor

407-468-3537

A husband to my best friend and father to two grown kids. I love sports in general and follow the Atlanta Braves and Bulldogs. As a learner by nature I enjoy reading and keeping up on the current events. Board for Revved Up Kids, a non-profit in GA

Member

7-Minute Presentation Workshop 03/21/2022
InfoMinute Seminar 02/21/2022
Orientation Essentials 02/21/2022

Development

Edward Jones

Edward Jones

470-450-0013

1302 Abbey Ct
Alpharetta, GA 30004

Website

My best clients are those with a focus on achieving goals. Setting clear expectations on when and what they want to do financially allows them to invest now so they can enjoy it later. They want to make investing understandable and easy.

Company

Endorsement Letters I've Received

Financial Services | Investment

Financial Advisor

Planning for education

Planning for Retirement

Living in retirement

Planning for your estate

Filing Cabinet

Roswell 400 Team

Introduced by:

Joined on 01/27/2022

Leadership

TeamCoOrdinator 05/14/2024
ParticipationCoOrdinator 08/08/2022
100% Club 03/07/2024

Membership

3-year Pin 02/27/2025

Team

Members I've Invited

Michael Breit

Michael Breit

Phil Downing

Phil Downing

Sri Chakravarty

Sri Chakravarty

Sponsorship

Next topic will be ROTH IRA account

  • Retirement strategy
  • Tax Deferred 
  • Tax free qualified distributions
  • Tax benefit for later in retirement years
  • Maximum contribution based on age and income

A powerful tool for retirement savings especially for younger investors. May be a good option for any investor depending on income

One of many tax strategies for investing. 

Refer me to your neighbor who is complaining about having to write a check to the IRS this year. 

Referral Trigger Response