Our success is founded on staying focused on what truly matters – gaining your trust and providing practical solutions to address your complex financial needs.
At LFG, we help you create and execute personalized corporate executive benefit plans that align with your business objectives. Our customized benefit strategies are designed to meet your specific needs. Our team will meet with your senior executives to assist them in making well-informed decisions, capitalizing on the most advantageous opportunities, and seamlessly integrating new benefit plans with their current coverage.
Individuals often overlook Disability Income Insurance as a crucial component of their financial plan. At Louis Financial, we specialize in providing our clients with the most suitable coverage for their needs. We thoroughly assess any potential gaps in their disability coverage and advise on whether individual supplemental coverage would better meet the unique requirements of your executives.
Over the past few years, Long Term Care Insurance has emerged as one of the fastest-growing segments in the insurance industry. At Louis Financial, we strive to keep up with this demand and tailor our coverage and carriers to match each client’s specific situation. Our employer group program offers discounted rates ranging from 5-10%, and applicants may also qualify for spouse discounts of up to an additional 30%.
Group Personal Excess Liability Insurance offers an extra layer of liability coverage beyond the basic insurance policies. It provides up to $50,000,000 of protection for each employee in a specific group. This ensures that the personal assets of the most valued staff members are safeguarded, which is crucial in case of a lawsuit.
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Investment advisory and fee-based financial planning services are offered through LFG Wealth Management, LLC, a State (FL) registered Investment Advisory Firm. 7971 Riviera Blvd Suite 326, Miramar, FL 33023 (954)526-5240. Additional information about LFG is also available via the SEC’s website: http://www.adviserinfo.sec.gov.You can search this site using a unique identifying number, a CRD number. The CRD number for LFG is 171123.
LFG Wealth Management, LLC offers access to securities through Altruist Financial LLC, a self-clearing broker-dealer. Member FINRA/SIPC. Check the background of Altruist Financial LLC on FINRA’s Broker Check. Shareholders Service Group, Inc. (“SSG”) is also a member of FINRA/SIPC with clearing and custody provided by Pershing LLC, Member SIPC. LFG Wealth Management, LLC’s clients establish brokerage accounts through Altruist. LFG Wealth Management, LLC maintains an institutional relationship with Altruist whereby Altruist provides certain benefits to LFG Wealth Management, LLC, including a fully digital account opening process, a variety of available investments, and integration with software tools that can benefit LFG Wealth Management, LLC, and its clients.
Insurance products are offered through Louis Financial Group, LLC, and Louis Insurance Agency, Inc, licensed insurance agencies registered in Florida. Tax and Accounting Services are offered through LFG Accounting Services, LLC. LFG Wealth Management, LLC, LFG Accounting Services, LLC, Louis Financial Group, LLC, and Louis Insurance Agency, Inc are not affiliates or subsidiaries of Shareholder Service Group, Inc, Altruist LLC, and Altruist Financial LLC.