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Products & Services

We provide assistance in the following areas:

Wealth Management Services

  • Access to a Variety of Investment Strategies
  • Access to Dimensional Funds
  • Access to Vanguard Index Funds and ETFs
  • Access to Multiple Investment Firms and Boutique Money Managers
  • Access to Institutional Class Mutual Funds 
  • Quarterly Performance Reports 
  • On-going Portfolio Manager Evaluations 
  • Risk Tolerance Assessment
  • 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

Retirement Planning

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

Financial Planning

  • Comprehensive Financial Planning 
  • Investment and Asset Allocation Analysis
  • Retirement Income Optimization
  • Disability and Life Insurance Analysis 
  • College Education Planning
  • Income Tax Strategies 
  • Annual Client Review

Insurance Services

  • Individual Disability Income Insurance
  • 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

Contact us today at (818) 783-6620 or by email at for a complimentary, no obligation consultation to learn more about how Kaplan Financial can help you pursue your financial goals.