Breeze Financial, LLC

859-252-0225

BREEZE FINANCIAL, LLC

Businesses

Insurance Programs

Ensuring that your business has the right group plan is important. Breeze Financial will help you through the process of choosing a plan that has the types of benefits that you want to offer your employees. We will make the process easier by providing quotes, helping with the application process, and explaining benefits to employees.

Along with health insurance Breeze Financial will help you set up additional benefits such as dental and vision. 

Employee Benefit Programs

Offering a good benefits package helps you retain valued employees. In addition to health insurance, we will also guide you in selecting life, disability, and long term care programs. 

Voluntary benefits are offered through AFLAC and Colonial Insurance Companies. When you want to look into retirement plans, we offer assistance with Simple IRA's, Profit Sharing Plans, Defined Benefits Plans, Defined Contribution Plans such as 401(k) plans and SEPP IRA's. 

Business Owner's

For the business owner there are insurance programs that can provide Key Person Insurance, Deferred Compensation Plans, Buy Sell Funding, and Protection for debt reduction. 

Planning for the future is important, especially when you own a business. For the business ownner Patty Breeze, through SeaCure Advisors , can help guide you throug planning for retirement, charitable giving, and business succession planning.