Mission Statement

At Kaplan Financial, we have our client—and only our client—in mind.

Our mission is to get to know and understand your needs and long-term goals. We want to help you develop, implement, and monitor a financial strategy that’s designed to address your individual situation.

We understand the challenges physicians face today.

From managing debt to saving for retirement, protecting your income from a disability, reducing your income tax liability, these personal financial challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

Contact us today at (818) 783-6620 or click here to schedule a complimentary, no obligation conversation to learn more about how Kaplan Financial can help you pursue your financial goals.