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 2,500 physicians nationwide.

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 1996-2016), 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 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

What’s Your Investment IQ?

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

A Brief History of Estate Taxes

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

When Should You Take Social Security

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.