Breeze Financial, LLC

859-252-0225

BREEZE FINANCIAL, LLC

Individuals 

Health Insurance

Investment Programs

Financial Planning

Comparing rates for individual and family health insurance policies can take hours. Let us at Breeze Financial do the research for you.  Our experience in the health insurance industry will benefit you when selecting a plan that fits you and your family's needs. Breeze Financial is registered wth not only the health insurance agencies, but also with kynect, Kentucky's Health Benefit Exchange, as well. In addition we will help set up dental, vision, long term care, Medicare Supplemental, and Medicare Advantage Plans. 

We understanding that looking at health insurance can be confusing and overwhelming. That is why we are here to help you. We will explain the benefits of each policy and we can even make sure that your current doctors are in the network for any new plans you are considering. 


Patty Breeze, owner and President of Breeze Financial , is is also a registered investment adviser of SeaCure Advisors . We know that with the ever changing econony managing your money is very important. Client meetings are held on a quarterly basis to keep you informed of what your money is doing. 

Investment programs that are available are tax deferred investing, Traditional IRA's, Roth IRA's, 403(B) Plans, 529 College Savings Plans, and investment accounts through SEI Private Trust Company. There is a small fee for money that is managed. 
No matter what your plans are for the future, maybe school, planning for retiremtent, or life changes, we can help make your visions a reality. 

Patty Breeze is a Charter Life Underwritter and Certified Financial Planner©. Financial planning is offered for a fee. Financial planning can be done for retirement, college funding, investment planning, estate planning, charitable giving, and business succession planning through SeaCure Advisors