Broker Check

Since 1990, Kaplan Financial & Insurance Services 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 the place to go for objective and experienced financial advice, discounted rates on individual disability insurance, and a long-term commitment of superior service." - The White Coat Investor

Kaplan Financial is:

Physician Specialized - We currently manage over 2,500 physicians nationwide. We are proud to be recommended by The White Coat Investor.

Fiduciaries - We are an independent, fee-based financial planning firm and we do not receive commissions for our investment advisory relationships in regards to implementing our wealth management strategies. Instead, we charge an ongoing asset based fee.

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 1996-2018), we can construct individual investment portfolios by using objective research on the economy and a range of other investment-related topics. We offer no proprietary investment products and have no investment banking operations. As a result, we are able to make informed recommendations based on objective research and your individual needs.

Independent Brokers - We work with a broad range of disability income and term life insurance companies to find the best combination of policy features, cost, and insurer financial strength for you. As a result, we are able to make informed recommendations based on objective research and your individual needs.

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. 

 

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