Flah & Company
Our FLAH & COMPANY team specializes in engineering customized life insurance, innovative asset protection and wealth transfer solutions for multi-generational, ultra-high net worth families and family offices. We have been working collaboratively with the nation’s top attorneys, CPAs, and investment advisors for over 35 years. Our role on the planning team is to de-mystify life insurance, annuities, long term care and disability insurance, ultimately instilling confidence to our client’s insurance portfolio. What sets us apart: • Policy Engineering – with sound engineering, policies will last a lifetime • Underwriting Advocacy – our results are collector’s items…all the time • Policy Service – our commitment to our clients after the sale • Policy Rescue – uncovering opportunities to leverage existing life insurance assets We look forward to serving you! Securities offered through Lion Street Financial, LLC (512.776.8400), member FINRA, SIPC. Investment advisory products and services offered through Lion Street Advisors, LLC, an investment advisor registered with the SEC. Lion Street Financial, LLC and Lion Street Advisors, LLC are affiliated companies and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. Your connection to this LinkedIn profile does not necessarily indicate that this Financial Professional is able to transact business in your state.
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Verified contacts
6
available on Kipplo
LinkedIn employees
10
1 to 10 range
Open roles
—
no listings
Distinct roles
6
indexed titles
Tech stack
1
tools in use
Monthly traffic
425
organic / mo
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Decision-makers and verified team members
6 contacts with verified email or phone · masked until revealed.
- CS
Chilon Siu
Case Design & Policy Analysis Manager · Other
EmailPhone - TF
Trish Flah
Accounting Office Manager · Finance & Accounting
EmailPhone - DL
Dan Laishley
Case Manager Administrative Associate · Healthcare & Human Services
EmailPhone - RF
Richard Flah
Principal & Founder · General Business & Management
EmailPhone - RB
Ronald Buesinger
Data Analyst · Information Technology
EmailPhone
Showing 5 of 6 verified contacts
Top roles at Flah & Company
6 distinct titles indexed · top 6 shown.
- 1accounting office manager
- 1case design & policy analysis manager
- 1case manager administrative associate
- 1data analyst
- 1principal & founder
- 1strategic assistant
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