Kaplan Financial
16030 Ventura
Blvd
Suite 600
Encino, Los Angeles
CA 91436
818.783.6620
kf
Financial Planning (through
LPL)
Investments, taxes, insurance,
retirement planning: the list of financial concerns and
considerations facing you today is seemingly endless.
And there are no easy answers.
We are in the business of
helping our clients meet all their financial challenges.
We do this by using a total wealth management approach.
Each area is important individually, but managing them
all collectively is one of the most important
considerations in your overall financial success.
Our
approach can help you invest conservatively, reduce your
exposure to taxes, meet your insurance needs and plan
for your retirement. Among our financial offerings are:
•
Tax planning - to
reduce your tax liability and let more of your
money work for you
•
Disability and life insurance - providing financial protection for
you and your loved ones
•
College planning -
long-term planning to ensure you're ready when
your children are
•
Retirement planning
- to design a retirement strategy to help you meet
your goals
•
Estate and asset
protection planning - for preservation of
wealth from generation to generation
•
Long-term care
insurance - to ensure that you and your heirs
are well cared-for
•
Strategic Asset
Management (SAM) - providing you with
fee-based asset management through
Linsco/Private Ledger, a Registered Investment
Advisor. Access to over 3,500 mutual funds, as
well as individual stocks and bonds.
•
Annual review - to
review your current situation and help you make
any necessary changes or adjustments
If this method of meeting your financial needs sounds appealing,
we invite you to spend some time exploring this site. We
also welcome the opportunity to hear from you. If you have
questions about your financial situation, please do not
hesitate to contact us.
Securities and advisory accounts offered through
LPL Financial
Member of Securities Investor
Protection Corporation (SIPC). For an explanatory brochure,
please visit www.sipc.org
No
information provided on this site is intended to
constitute an offer to sell or a solicitation of an
offer to buy shares of any security, nor shall any
security be offered or sold to any person in any
jurisdiction in which such offer, solicitation, purchase
or sale would be unlawful under securities laws of such
jurisdiction.
LPL
trademark is a registered trademark of Linsco/Private
Ledger and is used here on the Kaplan Financial website
with permission.
