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Kaplan Financial Advisors LLC
       
 
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Kaplan Financial Advisors LLC
 
 
Overview: 

Fee-Only Financial Advisor in Berkeley Heights, NJ

Are you in your 40s or older? Are you contemplating retirement soon - or already retired? Either way, our detailed planning focus puts you on the right financial track to minimize the long-term risk of outliving your assets. We specialize in investment management, tax planning, estate planning and insurance issues without product sales or split commissions. If products (e.g. insurance) are needed, we utilize trusted professionals who won't sell our clients down the river. We have 30+ years investment experience; we utilize high-quality mutual funds, including Dimensional Fund Advisors, to diversify/reduce investment risk. We utilize tax minimization tools and invest in tax-advantaged funds to save our clients money.


 
 
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