At Kaufmann Financial Group, we offer a wide range of insurance and investment solutions to meet your personal and business needs. As independent advisors licensed with multiple carriers, we provide access to a broad selection of products and strategies—allowing us to tailor recommendations to your unique goals and circumstances.
Our commitment is to work with you to develop a personalized strategy that “P.A.D.s” your life and retirement—Protects, Accumulates, and Distributes your wealth with purpose and confidence.
Our Services
Retirement/Investments
Managed Money
Mutual Funds
Fixed Annuities
Variable Annuities
Educational 529 Plans
Traditional IRA
Roth IRA
SEP IRA
Certificates of Deposit
*Availability varies by carrier and state
Term Insurance
Universal Life Insurance
Variable Life Insurance
Long Term Care Insurance*
Disability Insurance*
Automobile Insurance*
Homeowner’s Insurance*
Buy/Sell Arrangements
Key Man Coverage
Executive Deferred Compensation
Business Succession
Disability Buyout
Group Plans
401(k)
SIMPLE IRA
Defined Benefit
Medical Insurance*
Life Insurance
Disability Income*
Long Term Care*
Are you ready to take control of your financial future?
Your personal financial website will allow you to customize your experience, create a goal, connects all of your accounts, and organizes your overall budget, spending, and recent transactions. Once your ready, click the eMoney button below, request a consultation, and we’ll work together to build a plan to help make your financial goals a reality.
Business Planning
Key Person
*The availability of certain products varies by carrier and state.
Life insurance and annuities contain exclusions, limitations, reductions of benefits and terms for keeping them in force. Your licensed financial professional can provide you with complete details.