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

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

Since 1979


Login to Investor360°

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


Market Update icon

Market Update and Resources

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


Kaplan In the Community icon

Kaplan in the Community

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