Business Details
50+ Years
experience
Trusted Financial Advisers in Greenville, DE
Kaufman Financial Services is a dedicated financial advisory firm specializing in comprehensive planning solutions for individuals, families, and businesses. Since our founding in 1961, we have focused on developing cutting-edge strategies to address critical financial questions related to life events such as premature death, illness, and longevity. Our approach combines deep industry expertise with personalized service, ensuring clients receive tailored solutions that align with their unique needs. With over 55 years of experience, we maintain strong relationships with more than 45 top-tier insurance carriers, enabling us to offer diverse and innovative financial products.Our team of seasoned professionals collaborates closely with clients and partners to deliver guaranteed, failsafe positions through estate planning, life insurance, corporate solutions, and specialized retirement strategies. We prioritize transparency, client education, and long-term security, serving as a trusted resource for financial planning in Delaware and beyond.
Services
Estate Planning
Life Insurance
Corporate Planning
Long Term Care
Retirement Strategies
Annuities
Disability Income
Deferred Compensation
Life Settlements
Split-Dollar Arrangements
Details
- Year established: 1961
Highlights and features
- We offer 60+ years of experience in personalized financial planning and insurance solutions.
- Our relationships with 45+ top-rated carriers ensure diverse product options for clients.
- We provide customized strategies for estate planning, retirement, and business continuity.
- Our team includes industry-recognized professionals with proven expertise in financial services.
- We deliver comprehensive solutions addressing life insurance, long-term care, and tax-free retirement income.
Services
Estate Planning
Our estate planning services create structured strategies to preserve wealth and ensure smooth asset transfer to beneficiaries. We address tax implications, legal documentation, and long-term security needs for individuals and families. Our solutions integrate life insurance, trusts, and charitable arrangements to meet specific client objectives.
Life Insurance
We offer life insurance solutions for healthy and medically impaired individuals, including term, permanent, and guaranteed issue policies. Our strategies focus on income replacement, debt protection, and legacy planning while incorporating living benefits for critical or chronic illnesses.
Corporate Planning
Our corporate planning services include executive bonus plans, corporate-owned life insurance, and Section 412(i) pension plans. We help businesses attract talent, ensure succession planning, and implement tax-advantaged strategies for long-term stability and owner protection.
Retirement Strategies
We design retirement plans with tax-free income options, no required minimum distributions, and flexible disbursements. Our self-directed pension solutions provide guaranteed income until age 100 while maintaining liquidity and death benefit protections for beneficiaries.
Long Term Care
Our long-term care solutions combine insurance products with accelerated benefit riders to address chronic illness, critical care, and terminal conditions. These plans provide financial protection for medical expenses while maintaining death benefit integrity for policyholders.
People
Larry A. Kaufman
President and Founder
Larry Kaufman founded KFS in 1961 and has received industry awards including the Charles B. Palmer Award and Douglas Bennetti Award. He has served in leadership roles with NAIFA and Delaware insurance associations, providing expert testimony on insurance regulations.
Eileen Hartley
Agency Administrator
Eileen Hartley joined KFS in 2019 with over a decade of financial services experience. She manages agent services and customer support, leveraging her MBA in Finance and background in banking, student lending, and business operations to enhance client and affiliate relationships.
Questions
What services does Kaufman Financial Services offer?
We provide estate planning, life insurance, corporate planning, long-term care, retirement strategies, annuities, and specialized financial solutions for individuals and businesses.
How does KFS support its partners and affiliates?
We collaborate with affiliates through joint client interviews, case strategy development, underwriting support, and ongoing educational resources to enhance business growth.
What makes KFS different from other financial firms?
Our 60+ years of experience, relationships with 45+ carriers, and personalized approach ensure clients receive tailored, innovative financial solutions.
Do you work with individuals and businesses?
Yes, we serve both individuals needing estate and retirement planning and businesses requiring corporate-owned life insurance and executive benefit plans.
