At Breeze Financial Group, we provide assistance in the following areas:
Individual Investment Advice:
- Investment Accounts
- Brokerage Accounts
- SEP IRA
- Simple IRA
- Stocks & bonds
- Traditional IRA
- Roth IRA
- Educational IRA
- College 529 Plans
- Variable Annuities
- Fixed Annuities
- 401k Rollover Accounts
- Public Employees (PERS) Conversion Strategies
- Real Estate Investment Trusts (REIT’s)
Company Retirement Plan Designs:
- 401 (k) Planning
- 401(a) Money Purchase
- SIMPLE IRA
- 403 (b) Planning
- SEP
- Profit Sharing
- QNEC
- Indian Gaming/Sovereign Nation Management
- Rabbi Trust
- ESOP
- Davis-Bacon Prevailing Wage Plans
- College 529 Employer Plans
Insurance & Employee Benefits:
- Medical
- Self Insured Medical Plans
- Dental
- Vision
- Supplemental Benefits
- Voluntary Products
- Disability Income
- Long Term Care
- Life Insurance
- Workers Compensation
- Property & Casualty
Other Services:
- Business Transition Planning
- Buy-Sell Agreements
- Estate Planning
- Trust Design Services
- Private Placement Offering
- Oil & Gas Programs
- Tenant In Common Real Estate
James Breeze and John Marcelia offer financial services and products through KMS Financial Services, Inc.
CONTACT US Today with any questions.
