Products & Services

We provide assistance in the following areas:

Investment Planning 

  • Complimentary Initial Consultation 
  • Identify Financial Goals and Create a Plan of Action   
  • Investment Portfolio Review and Asset Allocation Strategies
  • Retirement Income Planning and Optimization 
  • Disability and Life Insurance Analysis 
  • College Education Planning and Funding Strategies 
  • Tax Preparation and Planning (discounted rate for residents and fellows)

Wealth Management 

  • Risk Tolerance Assessment 
  • Fee-based Asset Management 
  • Access to Institutional Mutual Funds, Index Funds, and ETFs 
  • Access to Dimensional Funds, Vanguard, Fidelity, American Funds, T.Rowe Price, etc. 
  • On-going Portfolio Manager Evaluations 
  • Regularly Scheduled Portfolio Reviews 
  • Portfolio Rebalancing 
  • Year-End Tax Loss Harvesting 
  • Alignment of Client and Advisor Goals 
  • Access to your own Personal Financial Planning Website  

Insurance Services 

  • "Own-Occupation" Disability Insurance for Physicians and Dentists
  • Term Life Insurance, including Ladder Strategy 
  • Whole, Universal, and Variable Life Insurance 
  • Long-Term-Care Insurance 
  • Business Overhead Expense Insurance 
  • Business Insurance, including Buy/Sell Life and Disability 
  • Request a Proposal

Retirement Planning 

  • Traditional and Roth IRAs
  • Individual 401(k) Plans 
  • Profit Sharing Plans 
  • Defined Benefit Plans 
  • Variable and Fixed Annuities 
  • Pension Plan Administrative Assistance 

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.