What do I do?

Offering products for a variety of people with a variety of needs.

  • 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.

  • Let us assist you with all of your asset allocation or rebalancing needs, Risk Management, Portfolio Enhancements, and Tax Planning Strategies.

  • 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

Questions before getting started? Get in touch.