Our Process

Recognizing that each client is unique, our process is personalized to offer strategies to help clients reach their fiscal and planning goals in a complex economic and tax environment.

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Customized Planning

We accomplish this through customized planning that includes:

  • A team approach
  • Objective analysis
  • Creative planning
  • Tax-oriented strategy design
  • Timely and efficient implementation

Our process encourages a collaborative effort between a network of strategic partners in various disciplines to assist our clients and their professional advisors in designing suitable strategies.

No aspect of our clients' needs is overlooked.

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.

Extensive Array of Services

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.

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