Individuals & Families


Kaplan Financial Group clients benefit from a collaborative one-on-one relationship with financial professionals who work together with clients to identify and prioritize goals and offer guidance and strategies specific to their needs. Additionally, our clients have access to a comprehensive range of investment and insurance products from leading financial companies. Our clients are empowered to make informed decisions as we help them execute their plans through an extensive array of services, including:

  • Financial planning and asset allocation
  • Risk management
  • Wealth accumulation and retirement planning
  • Estate planning and wealth preservation
  • Charitable planning
  • Executive benefit and deferred compensation plans
  • Business succession planning

We help enhance, protect, and preserve wealth for families and their businesses.