With increasingly complex and unpredictable financial markets and longer life expectancies, working with a CERTIFIED FINANCIAL PLANNER™ Professional is more important than ever.
With such an overwhelming number of investment options, one of the most important decisions you can make is to seek the advice of a qualified advisor. For this important partnership, you need an experienced and highly trained CFP® Professional who is specialized in working with physicians and understands your total financial and professional picture—someone who can help you define your life goals, establish a comprehensive financial plan, provide strategies focused on your needs, and help you aim to stay on track.While planning for the future is often a challenge, having an experienced advisor on your side can make the investing and financial planning process much easier.
Kaplan Financial — Focused on Your Goals
At Kaplan Financial, we understand the important role a financial advisor can play in managing your total financial life. That’s why we have selected LPL Financial as our broker-dealer, to provide us with the institutional tools and support we need to best help you pursue your goals. When you choose an advisor supported by the vast resources of LPL Financial, you can be confident that we have access to independent research, state-of-the art technology, innovative investment tools, and the exceptional support that allow us to devote our full attention to your needs and objectives.
Expect the Very BestWhether you’re just starting out or preparing for retirement, you can expect:
Plan Types - we offer a variety of plan types to match your budget, needs and goals: