Our mission is to develop innovative, secure, and customized insurance and wealth transfer programs for high net worth clients. Our team of experienced and licensed insurance professionals are experts on current, new and emerging products, and they take the time to educate our clients on all of their insurance options. Our boutique-style firm enables us to maintain a true one-on-one relationship with our generations of clients, and gives us the ability to provide truly personalized solutions to accommodate all types of client needs. Laffie Financial Group’s solid reputation has helped our clients secure over $10 billion of coverage since being founded in 1989.
Attracting and retaining quality employees is not just about competitive salaries and career advancement potential. Employees are seeking employer benefit packages that will suit their financial and medical needs as well. Laffie Financial Group works closely with you and your firms’ Group Benefits Director to review your existing employee benefit programs to ensure the plans are competitive and meeting the needs of your firm as well as of your employees.
We have partnered with the area’s leading group benefit providers to design, develop and implement a program that is tailored to your business objectives. LFG thrives on providing up-to-date market information, competitive product pricing and reliable customer service.
Private Client Services
For over 25 years, the Laffie Financial Group’s passion has been providing personal attention and expert guidance to help individuals and families make the right choice for their life insurance needs. The professionals at LFG develop innovative solutions that match your unique situation and financial goals such as:
- Protecting Your Family
- Estate Preservation
- Tax Reduction Strategies
- Life Insurance
- Disability Insurance
- Long-Term Care Planning
- Variable & Income Annuities