Sarah B. Kaplan

Vice President
Retirement Planning Specialist

Phone: (301) 564-0088 Ext. 227
Fax: (301) 564-6585
E-mail: sarah@kaplanfinancialgroup.com

As a financial professional, Sarah Kaplan creates value for clients by providing them with the professional expertise necessary to help them achieve their financial goals, offering ongoing service and advice as their needs change.

Sarah specializes in helping to develop financial solutions for corporations, business owners, and individuals. She offers a vast array of financial strategies, services and products to help implement these solutions. These include an in-depth financial needs analysis and business, estate and retirement planning strategies tailored to clients needs. She is licensed to provide life, health and long-term care insurance, annuities, and investments. Sarah will also work jointly with clients’ CPAs, attorneys, and other professionals to create a well-integrated, simplified financial program designed to help meet all of their financial needs.

Sarah is a graduate of the University of Maryland’s R.H. Smith School of Business. Sarah recently completed the course work for a Wharton Certificate in Retirement Planning.* Unlike many financial professionals, Sarah has had life-long exposure to the industry through her mother’s successful 28-year practice. Sarah draws upon that unique perspective when working with her own clients.

Sarah is active in the R. H. Smith School Alumni Association, and has spoken at events held at The Smith School and George Washington University. She has published articles in National Underwriter Magazine and has been featured on the cover of Advisor Today Magazine.

What separates Kaplan Financial Group from other financial services firms are individuals like Sarah, who take the extra time to really listen to their clients, discover their needs and help provide recommendations for real solutions.

*Certificate awarded based on completion of a training program at the Wharton School, University of Pennsylvania.