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Kaplan Financial Group DBA Logo
 
 
 
 
 
 
 
 
 
 
 
An Accomplished Group of Financial Professionals
 
 

 

 

 

 

 

 

 

Kaplan Financial Group

Candace G. Kaplan CFP®, RHU, ChFC - President  

 
 
 
 
 
 
 
We understand that our clients have unique goals and objectives
that require individual attention, guidance and strategies. Our team
of financial professionals is focused on a variety of disciplines allowing
us to design customized planning strategies tailored to help our clients
work towards their goals in a complex economic and tax environment.
 
 
Since 1979, we have been building long-term relationships with our clients because we recognize that this is only the first step in the planning process.  As our clients go through the various stages of life, their needs are constantly changing. We are there to assist them in updating their plans and helping them to build a legacy for themselves, their families, and their businesses.  
 

Our Areas of Focus

  • Wealth transfer/estate strategies
  • Executive benefits
  • Financial strategies
  • Charitable planning

Our Clients

  • Individuals and families
  • Corporations
  • Business owners
  • Non-profit organizations

 

CFP®, CERTIFIED FINANCIAL PLANNER™, AND CFP(flame logo) ARE CERTIFICATION MARKS OWNED BY CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC AND ARE AWARDED TO INDIVIDUALS WHO SUCCESSFULLY COMPLETE CFP BOARD’S INITIAL AND ONGOING CERTIFICATION REQUIREMENTS.

Saving for your child's education

Newsletters

Managing Cash When Interest Rates Are Low

It's generally a good idea to keep three to six months of income in an emergency fund, but where should cash be kept when interest rates are low? This article discusses the advantages and disadvantages of savings accounts, certificates of deposit, and money market funds.

Balancing Stability and Growth

An investor who is 2 or 3 decades from retirement could decide to be more aggressive in pursuing investment growth than someone approaching retirement. Even though investors address this by transitioning to a more conservative asset allocation, they still need to seek growth while balancing the desire for principal preservation. This article offers some factors to consider.

Averaging Ups and Downs

Stock market volatility was the norm in 2011, and that can be hard on an investor’s nerves. Utilizing a dollar-cost averaging strategy may help even out your portfolio’s ups and downs, as explained in this article.

Another Year, Another AMT Patch

The 2010 Tax Relief Act adjusted AMT exemption levels for 2010 and 2011 to help prevent an estimated 21 million middle-income taxpayers from being subject to the alternative minimum tax. Will Congress enact another patch for 2012?

More Newsletters →

Calculators

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

More Calculators →