LAF is an independent, non-captive, fee-based wealth management advisory firm. This frees us to focus on preparing customized wealth management solutions to better serve each of our clients’ unique needs and wants (much like a personal/private chef does). This is different than what captive agents or affiliated broker-dealers do: offering the same-old sameold, viz., products/services of their related carrier(s), which they are incentivized and/or limited to do (much like a franchise fast-food restaurant does), by tweaking them to “fit” clients’ needs and wants.
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More Business Info

Hours
Regular Hours
Mon - Thu:
Fri:
Sat - SunClosed
Services/Products
  • Exit Strategies
  • Succession Planning
  • Businesses Risk Management and Insurance Evaluation
  • Estate Conservation
  • Business Engineering
  • Disability Insurance
  • Individual Life Insurance
  • Group Benefits
  • Executive Compensation
  • Post-Merger Integration
  • Deferred Compensation
  • Employee Retention
  • Management Buyouts
  • Buyout Agreements
Payment method
all major credit cards, check, financing available, invoicing available, insurance
Categories
Financial Services, Business Plans Development, Financial Planning Consultants
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