Kaplan Financial Group, LLC - Kaplan Benefits Group, LLC | Home

Since 1979.

Over generations, we help our clients build legacies for themselves, their families, and their businesses.


Login to Investor360°

Access detailed account information and monthly consolidated statements online.
Investor360° user guide.


Kaplan in the Community

Kaplan Financial Group takes pride in supporting an array of community organizations. Learn more.


Market Update

We'll keep you updated with the latest trends and reports on the market and financial resources. Learn more.