What do I do?
Offering products for a variety of people with a variety of needs.
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Financial planning can be such a broad area to cover. With Laffitte Financial Services, we can help with Retirement Planning, Estate Planning Strategies, Current Net and Cash Flow Statements, Education Planning, Investment Planning, Risk Management, or even Income Tax Planning Strategies.
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Let us assist you with all of your asset allocation or rebalancing needs, Risk Management, Portfolio Enhancements, and Tax Planning Strategies.
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We provide quarterly, or annual review to our clients to stay up to date with their personal needs and goals, life updates, and finance updates.
Personal Planning
Life Insurance
Disability Income Insurance*
Long Term Care Insurance*
Variable and Fixed Annuities
Investments
Mutual Funds
Money Market Accounts
CDs
529 Plans & Education Planning Strategies
Estate Planning Strategies
*Availability varies by carrier and State.
Products
We offer a wide range of products and services to meet the individual needs of each of our clients.
Business Planning
401(k)/Simple IRA/SEP IRA/Profit Sharing/403(b)/Section 162 Bonus Plans
Group Health Benefits
Executive Bonus Plans
Group Life Insurance
Group Disability Income Insurance
Key Person Insurance
Buy/Sell & Cross Purchase Arrangements
Business Transfer Planning Strategies
Business Strategies & Valuation