Broker Check

Since 1990, Kaplan Financial has been providing comprehensive financial services specialized to address the unique needs of physicians and medical residents nationwide. Our in-depth understanding of physicians’ financial planning needs allows us to deliver individually tailored financial strategies. We help you to identify and quantify your long-term financial goals, design a sound strategy to pursue them, and ensure that the strategy is properly implemented and managed, so that you have the freedom to enjoy more of what is important to you.

Kaplan Financial is:

Physician Specialized - We currently manage over 2,000 physicians nationwide.

Objective Guidance - Through our Advisors partnership with LPL Financial, the largest independent broker dealer in the country (based on revenue, as reported in Financial Planning Magazine, June 1996-2015), we can construct individual investment portfolios by using unbiased research on the economy and a range of other investment-related topics. Because we offer no proprietary investment products and have no investment banking operations, our research is free from conflicts of interest. As a result, we are able to make informed recommendations based on objective research and your individual needs.

Independent Agents - We work with a broad range of insurance companies to find the best combination of policy features, cost, and insurer financial strength for you.

Comprehensive & Concierge - Our comprehensive suite of financial services and concierge-level client service allow us to deliver an integrated financial services solution. At every stage of your financial and professional life, Kaplan Financial is there to provide you with the physician specialized financial advice and services that you need from an experienced source you can trust.

Contact us today for a complimentary, no obligation consultation to learn more about how Kaplan Financial can help you pursue your financial goals. 

 

Helpful Content

Lots of Variables with Fixed-Rate Mortgages

Lots of Variables with Fixed-Rate Mortgages

When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.

Making Sense of U.S. Household Net Worth

Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.

Protecting Your Business from the Loss of a Key Person

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.