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

Variables You Can Count On

One way to pursue gains in the stock market while also limiting downside risks is through the use of living benefit guarantees that are offered with some variable annuities (for an additional cost).

Preparing Not to Inherit

Preparing for retirement will require adequate saving and investing, not just working hard to stay in the good graces of wealthy relatives.

Separate Your Business from Your Portfolio

Allocating too much of your investment capital to one company — even your own — is a risky proposition.

HOT TOPIC: The Fed Plans to Spend Trillion or More to Spur Growth

For the first time in a generation, the Federal Reserve has undertaken a campaign to influence long-term interest rates, a departure from recent monetary policy that has focused almost exclusively on short-term rates.

More Newsletters →