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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

Settling on a Salary

As a company's profit situation improves, business owners may be in a position to decide whether to take home a larger salary or use more of the proceeds to invest for the future. This article discusses the possibility of choosing a business-owner salary that allows for other benefits, such as building the business, saving more for retirement, and adding employee benefits.

Deciding When to Begin

Waiting until full retirement age (or up to age 70) to claim Social Security may result in significantly higher monthly benefits. At age 62, the earliest age to claim Social Security, the amount received could be only 70% of the benefit received at "full retirement age" (which ranges from age 65 to 67 depending on year of birth).

The Difference Between the Debt and the Deficit

The terms "debt" and "deficit" are often used interchangeably to describe the federal government's financial situation, yet they have significantly different meanings. This explanation of the budget deficit and the national debt may help readers understand the conversation.

When Key Players Can't Work

If a company is a two-owner business or its success relies on a few key players, key-person life or disability insurance could possibly offset the risk that the premature disability or death of a major contributor could ruin its future prospects.

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 →