Products & Services

We provide assistance in the following areas:
Financial 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
- Income Tax Strategies
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
- SEP IRAs and SIMPLE 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.