Our Mission

In 1979, Candi had just closed her family’s hardware store in Silver Spring and sent the last check to her parents in Florida.  She had to decide what she wanted to be when she grew up.  Having exposure to the financial industry through her husband Lawrie’s work, she grew interested in a career in financial services.  In those days, there weren’t many opportunities for women, but she found an opportunity at Mutual of New York and was contracted as an agent. 

She quickly figured that if she was going to be successful, she needed to break out on her own, and Kaplan Financial Group was born.  Shortly after, she recognized that the industry was moving to a financial planning focus, and in the early 1980s she studied for the CFP with her daughter Sarah on her lap. Many of Candi’s clients recognized that their needs extended to the care of their employees in their businesses and in the mid-1980s, Candi founded Kaplan Benefits Group

Individuals and Families

Grandparents playing with their grandchildren in the park


Businessman typing on a laptop

Today, we are proud to serve a diverse group of clients with needs ranging from financial planning and investments, to employee benefits consulting and brokerage, and life, disability income, and long-term care insurance consulting and brokerage.

Our firm's collective capabilities and experience—together with our team approach—allows us to assess and offer you a wide range of financial products and services.

Whether it's developing a financial strategy, creating a customized executive benefits program for your business, or preparing a detailed asset allocation analysis, our mission is simple: to provide forward-thinking and cost-effective financial strategies to our valued clients.

The keys to our firm's success are our professionalism and integrity and our constant pursuit of open communication and an in-depth understanding of each of our client's unique financial needs. Our associates' credentials, experience, and principled approach allow us to deliver on our promise of personalized service and provide an added level of comfort and confidence for our clients.

We look forward to helping you take control of your financial future.