About

Simply put, wealth management means one thing to our clients: implementing and managing a plan that addresses their financial needs and goals. Kaplan Wealth Management uses a consultative process and a full range of financial products and services to deliver a customized solution. We go beyond traditional investment ideas which enhance our ability to manage various financial situations throughout our client’s lives.

OUR WEALTH MANAGEMENT PROCESS IS COMPRISED OF THREE PHASES:

Step 1: The wealth management process is initiated with a discovery meeting. In this meeting we explore our client’s financial lives in great detail and create a customized client profile.

Step 2: Based on the findings of the discovery meeting, we create a customized plan designed to fit each individuals needs. These strategies may include, for example, investment planning, insurance, estate planning, retirement planning as well as charitable giving.

Step 3: Subsequent to establishing the plan, regularly scheduled meetings are held to track progress towards both interim and long term goals. These meetings give all parties an opportunity to be certain that current plans are still appropriate and to implement any necessary adjustments.