About - Pomfret Financial

Protecting Your Future

Preserving Your Legacy

Founded in 1975, we are an independent insurance & business planning firm that helps affluent families & business owners with risk management, wealth accumulation, wealth preservation & philanthropic planning.

Personal Planning for Families & Business Owners

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We help families & business owners with custom plans to help them address their unique risk management, wealth accumulation, estate, and charitable planning objectives.

Business Continuation Planning

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We help address the unique risks owners & shareholders of companies face with business continuation & transition planning.

Executive Benefit Planning

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We establish custom benefit programs for companies, their executives, and members of their Board of Directors. The programs frequently assist in recruiting, rewarding, & retaining top talent.

Retirement Plans & Group Benefits

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We help companies to design, adopt, & maintain tax efficient qualified retirement plans that are often complimented with other non-qualified plans targeted for select executives.

Life Settlements

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We help life insurance policy owners sell policies to 3rd party, institutional investors for fair market value on the secondary market.

Policy Management Services

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We conduct detailed & objective annual reviews of existing, in-force, life insurance policies. We work with our client’s existing advisors to ensure the policy owner’s coverages are performing as intended.

In 2019, Pomfret Financial entered into an independent relationship with Valmark Financial Group, a national, by- invitation-only, resource consortium composed of a select group of successful, insurance & wealth planning firms. Pomfret Financial is an insurance & business planning specialty firm.

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