Breault / Rutledge Financial
It's nice to meet you
Breault /Rutledge Financial serving Florida, Missouri, New Hampshire, Massachusetts and surrounding communities while providing financial planning and third-party asset management. Our mission is to provide the families and businesses we serve with innovative financial strategies, solutions, and planning that result in financial clarity, security, and overall financial health. Making strong commitments to our clients and building life-long relationships are tenets of success at Breault / Rutledge Financial. Breault /Rutledge Financial provides investors custom tailored investment strategies to meet short and long-term needs. We provide full transparency in the form of separately managed accounts through our partnerships with third party money managers. Our goal at Breault/ Rutledge Financial is to help our clients realize their financial dreams by offering creative solutions through an open and transparent process utilizing both financial and insurance* solutions to achieve financial independence. As a fiduciary, Breault/ Rutledge Financial is legally obligated to put our client’s interests first. At Breault/Rutledge Financial, we empower you to safely navigate today’s complex financial world. We customize a plan to fit your individual and family needs, as well as the needs of your small or large business.
Our Partners
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Cal Rutledge
Partner/Senior Planner
Investment Advisor Representative, Certified Financial Education Instructor , Lifetime Member of the National Instute of Estate Planners, Series 63 Uniform Serurties/Blue Sky Laws, Series 65 Uniform Investor Advisor Law (Fiduciary)
Paul Breault
Partner/Insurance Consultant
Certified Long Term Care, Certified Estate Planner Registered Financial Consultant
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Learn more about what we do
Cal Rutledge
Founding Member The American Society of Fiduciary Education), Certified Financial Education Instructor(CFEI). Adult Financial Education Services{AFES} Senior Instructor, Founder and President of Breault/Rutledge Financial and Associates, Master of Estate Preservation™ designation through The Estate Plan, Master Elite IRA Group/Ed Slott, Registered Financial Consultant (RFC) designation, Lifetime member of The National Institute of Estate Planners, ChFEBC (Chartered Federal Employee Benefits Consultant), Series 63 (Uniform Securities/Blue Sky Laws), Series 65 (Uniform Investor Advisor Law) FIDUCIARY, Licensed Life and Health Insurance Agent.