Kaplan Financial Group
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.
Calculators

Life Insurance

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

Cost of Retirement

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

Risk Tolerance

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

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

More Calculators →

Newsletters

HOT TOPIC: A Bear Market History Lesson

If it feels like the sky is falling, it wouldn’t be the first time. But is the downturn that began in October 2007 all that different from bear markets of the past? Here’s a look back at the nine other bear markets that have occurred since 1950.

Charity That Pays

By organizing your giving, you can make it more effective, allowing your largess to benefit not only the intended charity, but potentially yourself and your heirs. Two popular ways to structure your giving are charitable lead trusts and charitable remainder trusts.

Protect Your Downside

When the economy takes a turn for the worse, bond mutual funds offer investors a chance to diversify their holdings and dampen risk.

What Does the Dollar Do for You?

Which is preferable, a strong dollar or a weak one?

More Newsletters →