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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Robert B. Kaplan | CA | 16030 Ventura Blvd., Suite 600, Encino CA 91436 | CA Insurance Lic. #0711293

*As reported by Financial Planning magazine, June 1996-2021, based on total revenue.

The Forbes ranking of America’s Top Financial Security Professionals, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like time at current firm, assets under management, compliance records, industry experience and best practices learned through telephone and in-person meetings with the professionals. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings.