We use the most sophisticated investment products and technologies in an effort to further diversify our clients assets and better help them work towards their goals and dreams.Learn More
Our client engagement is a very thorough 5 step process that starts with what we call a “discovery meeting”. We want to ensure all parties are on the same page and working together to implement a plan that addresses all financial goals and needs.Learn More
The most effective way to successfully work towards financial goals is to have a plan and monitor it. Our consultative approach to investing helps us align our clients objectives with suitable investments that will enhance their ability to pursue their goals.Learn More
Welcome to Kaplan Wealth Management
Founded in 1986, Kaplan Wealth Management uses a consultative approach to help our clients pursue their financial goals while supporting them and their families through all their financial decisions. As your family’s Chief Financial Officer or CFO, we believe strongly in the importance of building relationships with our clients that last a lifetime. Not only do we work as an investment advisor and financial planner, we also work as a relationship manager. Working with other financial professionals, such as CPA’s, Insurance specialists and attorneys, Kaplan Wealth Management strives to ensure all your financial needs are considered from the accumulation of assets to the management of wealth.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
Bursting the Bubble
Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?
Ascertaining the value of your business is important for a variety of reasons.
The uncertainties we face in retirement can erode our sense of confidence.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
The tax rules that govern donating art are complex and confusing. Take a closer look.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
This calculator demonstrates the power of compound interest.
This calculator helps estimate your federal estate tax liability.
Enter various payment options and determine how long it may take to pay off a credit card.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This questionnaire will help determine your tolerance for investment risk.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.