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28470 West 13 Mile Road, Suite 350, Farmington Hills, MI 48334

248.354.4111
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Kaufman Insurance & Financial Group, LLC
Your Insurance and Financial Journey with Confidence and Clarity
Our responsibility to our clients comes first. From insurance and wealth management to retirement solutions, our insight and sophisticated financial strategies can help make your insurance and investment goals a reality.
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Financial Roadmap
Your Financial Future

Where Do You Want Your Future Financial Roadmap to Take You?

Bringing Your Complete Financial Picture Together, One Step at a Time

Life is shaped by meaningful milestones — launching a career, getting married, growing a family, building a business, and planning for retirement. Each stage brings new opportunities and important decisions. At Kaufman Insurance and Financial Group, LLC we help simplify complex financial and insurance concepts, provide clear and honest guidance, and support you as you navigate life's transitions.

We take a comprehensive, big-picture approach to your financial future, integrating protection strategies with long-term planning to help pursue what matters most to you. Our goal is to build trusted, lasting relationships rooted in understanding your unique needs and goals. You are never just a policy or an account number — you are our priority.

Contact Kaufman Insurance and Financial Group, LLC Today
Our Clients
Who We Serve

Our Clients

We build lasting relationships with individuals, families, and organizations at every stage of their financial journey — delivering strategies as unique as the people we serve.

Entrepreneurs & Executives
Leadership

Portfolio and risk management strategies built for those who lead organizations and build lasting enterprises. We understand the unique financial complexity that comes with ownership and leadership — and help you protect what you've built while planning for what's next.

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Peak Career Professionals
Growth

Wealth-building education and strategies designed to maximize earning years and accelerate long-term financial goals. We help professionals make the most of their prime earning decades — turning income into lasting financial security.

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Pre-Retirees & Retirees
Retirement

Strategies for every phase of retirement — from transition planning and income distribution to legacy preservation. We help you move from accumulation to confidence, ensuring your assets support the life you've envisioned.

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High-Net Worth Individuals
Private Wealth

Serving the unique needs of HNW individuals through sophisticated wealth structuring, tax efficiency, and estate planning. Our approach is tailored, discreet, and built around the complexity that comes with significant wealth.

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Group & Corporate Benefits
Employer Solutions

Comprehensive benefits programs that attract top talent, support employee wellbeing, and strengthen your organization from the inside out. We serve as a true partner to HR teams and business owners navigating the full complexity of group benefits.

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Financial Focus
Our Focus Areas

Take Control and Learn About How Your Money Can Grow Today

⚓

Retirement

Your most important financial milestone.

🌐

Wealth Management

Portfolio construction and risk management.

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Peak-Career

Wealth-building strategies for professionals.

🏡

Estate Strategy

Strategies for every phase of life.

A New Approach to Planning

The Living Balance Sheet®

The proprietary system, The Living Balance Sheet® (LBS) is an interactive web-based tool designed to help translate your financial data into compelling financial strategies.

A "living" balance sheet gives relevant real-time feedback, keeps you focused financially, and frees you to enjoy the passions and pleasures in your life.

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Authorized User Of
The Living
Balance Sheet® Interactive Financial Planning Tool
Scan to access The Living Balance Sheet
Scan to Get Started

Our Three Step Process

STEP

1

Discovery & Assessment

We’ll begin by reviewing your financial documents, risk tolerance, and objectives.

STEP

2

Customized Strategy & Solution Design

Our team will present unique financial strategies designed to match your insurance and investor profile.

STEP

3

Implementation & Ongoing Partnership

Life changes? Market volatility? We’ll keep your financial objectives on track every step of the way.

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