Kaufman Insurance and Financial Group, LLC

Our Firm

A Legacy of Trust, A Future of Protection

At Kaufman Insurance and Financial Group, LLC, we are dedicated to helping individuals, families, and businesses build and protect their financial futures with confidence and clarity. Founded in 1970 by Jerald “Jerry” Kaufman, CLU®, ChFC®, our firm has grown over five decades into a trusted full-service insurance and financial services agency. Today, under the leadership of Brian Kaufman, we continue that legacy, blending time-tested principles with thoughtful innovation to help you navigate an ever-changing financial landscape.

Personalized Care, National Strength

While our roots are firmly planted in a tradition of personalized care and deep local expertise, our reach is bolstered by our partnership with Lifetime Financial Growth (LFG). As part of one of the nation's leading wealth management networks, we provide our clients with the boutique experience of a family-led firm, backed by the robust resources of a premier financial services organization.

Through this collaboration, we leverage a collective brain trust of over 300 professionals and industry-leading strategies to ensure our clients have access to world-class financial solutions.

Our Approach: Holistic and Human-Centric

We believe that financial success is not found in "one-size-fits-all" products, but in tailored strategies designed to meet the unique needs and goals of each client. Whether we are designing corporate benefits and retirement plans for professionals or crafting personalized financial strategies for high-net-worth individuals, our mission remains the same: to make your success our everyday focus.

Our services specialize in:

Employee Benefits & Group Insurance: Helping businesses recruit and retain top talent through comprehensive coverage.
Personal Planning for Professionals: Strategic guidance for those navigating complex financial lives.
Retirement & Protection: Ensuring that what you’ve built is preserved for the next generation.

Why Kaufman Insurance and Financial Group, LLC?

We measure our success by the trust our clients place in us and the strength of the long-term partnerships we build. At Kaufman Insurance and Financial Group, LLC, your financial well-being is our highest priority. Grounded in the philosophy of "Protect, Invest, Achieve," we are here to guide you every step of the way—providing the clarity you need today to build the future you envision for tomorrow.