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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.

Newsletters

The Problem with Investment Gains

Believe it or not, a significant investment gain, especially one from an unexpected source, can pose a risk to your progress toward long-term goals if it's not handled properly.

A Potential Income Source for the Risk-Averse

Although no financial instrument is entirely without risk, the guarantees offered by a fixed annuity can help address the concerns of even the most risk-averse investors.

Save the Date

There are several key retirement milestones tied to specific birthdays or ages. This quiz asks readers to identify several.

Help Your Family Help You

Obviously, most of us prefer to keep our personal finances personal, but opening a discussion about family finances could help prevent headaches and challenges when difficulties strike.

More Newsletters →

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 →