Your Partner in Planning

Comprehensive Insurance Solutions for Every Stage of Life

Life is full of transitions. Whether you’re starting a family, running a business, or preparing for retirement, having the right financial protection is paramount. At Seguí Financial, we’re committed to guiding you toward your ideal financial future with personalized solutions.

Schedule a consultation to discuss your needs and learn how we can help you achieve financial peace of mind.

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Clients We Serve

Families

Business Owners

Medical Professionals

Foreign Nationals

Testimonials

I was 28 when my husband died suddenly. His death shattered our 2 small children and turned my world upside down. Amidst grief and mounting expenses, our saving grace was having life insurance and Iris on our side. Iris guided us through the claims process with empathy and expertise. She offered solace in our darkest days. I'm profoundly grateful for my husband's foresight and for Iris's unwavering support. It is hard to say how life would have tuned out without both of them.
Adriana S.Life Insurance
As a dentist, I knew long hours on my feet was part of the job. By my 7th year, my back started giving me trouble. The thought of working until retirement seemed impossible. Disability insurance became my lifeline, sparing me from financial hardship. Now, I rely on disability checks and my new job as a university professor. I urge everyone to opt for Own Occupation coverage—it's crucial. And finding a great agent like Iris was key to navigating this journey with peace of mind.
Steve M.Disability Insurance
My mom met Iris when she was 75. She never imagined she'd be eligible for Long Term Care insurance. But Iris pushed forward and found coverage that suited her needs and budget. Now, nearly 15 years later, I'm incredibly thankful Iris persisted. My mom’s been in a memory care unit for over a year. I wouldn't be able to afford it without the insurance. Thank you, Iris, for your unwavering support and guidance throughout the entire process.
Sharon D. Long Term Care Insurance
Mark and I, law partners and friends, met Iris two decades ago. She explained the importance of funding our Buy/Sell Agreement with life insurance. While I readily embraced her counsel, Mark had reservations. In hindsight, I am grateful we implemented Iris's recommendation.   Tragically, last year, we lost Mark. Thanks to Iris, I found was able to acquire his widow's share of our firm and also hire new talent. It is with sincere gratitude that I extend my appreciation to Iris for her unyielding support throughout this pivotal juncture.
Cecil R.Business Insurance
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Services Offered

Learn More: Our Services
While no one can predict the future, we firmly believe in planning for it. We understand the importance you place on ensuring your family won’t bear the financial burden of your long-term care needs. With this in mind, we work closely with you to design a customized plan that safeguards your assets and provides the peace of mind you deserve. Let us help you navigate the complexities of long-term care insurance, so you can face the future with confidence.

An unexpected illness or injury can disrupt your income and leave you feeling vulnerable. We understand the importance of financial stability during challenging times. We’re here to help you design a disability insurance policy that provides a safety net. One that replaces the maximum amount of income possible if you’re unable to work. Read More.

While contemplating mortality is never easy, the desire to protect our loved ones and secure their financial stability in our absence weighs heavily on our minds. We understand these concerns and are here to provide a solution. Life insurance serves as a crucial safeguard for your loved ones’ financial security in the unfortunate event of your passing.

As a business owner, you pour your energy into nurturing and expanding your venture. But have you considered the unforeseen challenges that could arise?

  • Succession Planning: Ensure a smooth transition by establishing a clear succession plan.
  • Partner Concerns: If you have a business partner, what happens if they’re no longer there? We can guide you through partnership protection strategies.
  • Key-Employee Retention: Keep your business’s momentum going with strategies to retain and prepare your key employees.

These critical questions demand thoughtful answers. We’re here to assist you in identifying solutions tailored to your business needs. Let’s collaborate to create a plan that shields your investment and gives you the confidence to pursue growth and success.

Get in touch

Visit us at

2655 S Le Jeune Road, PH-2D
Coral Gables, FL 33134

Contact us at

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Wilfredo Seguí, MBA

Wilfredo was born in Havana, Cuba and raised between NYC and Miami from the age of 6. His father was in construction and taught him everything from building to electrical. Traits you don’t normally find in a Corporate Accountant / CFO, yet these are the very things that make him shine. Whether you are designing a new company or rebuilding an existing one, having him on your team is an invaluable asset. He is no stranger the struggles of entrepreneurship, he has helped many companies take the steps necessary to make it to the next level.  

With over 30 years of extensive experience in strategic planning, budgeting, and corporate finance, there is no doubt he can help your business reach its goals. Having worked in a myriad of industries such as Architectural, Engineering, Healthcare, Internet & Satellite Provider, Government, IT Network Infrastructure, Manufacturing, Broadcast/Media Entertainment, Production Advertising, Marketing and Public Relations, there is almost no obstacle he hasn’t already encountered.  

Wilfredo holds a bachelor’s in finance from Barry University and an Executive MBA from Florida International University. He also has a demonstrated track record of maximizing business opportunities and consistently achieving corporate financial performance goals. He is recognized as a hands-on expert problem solver who can rapidly resolve cross-functional business process problems, formulate strategic plans, and implement change for the benefit of the company’s bottom line.

When not leading companies, Wilfredo enjoying fishing with his teenage boys, Daniel & David and traveling with his wife Iris.