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Welcome to Kaplan Financial Advisors, LLC! We serve both high net worth individuals and small business 401(k) plan sponsors. Here's how we differ from other financial advisors:
 
High Net Worth Individuals and Small Business 401(k) Plan Sponsors:
  1. Your Interests Before Ours – At All Times. We provide objective advice that isn't skewed by product commissions. As Fee-Only (no products sold) Advisors, we adhere to the strictest standards of Fiduciary Responsibility in the financial services industry. Simply put – we always place our clients’ interests before our own. For more information about Fiduciary Responsibility in the financial industry, go to http://www.focusonfiduciary.com/   
  1. High-Quality Investments Not Available to the General Public - for Both Individual Clients and 401(k) Plan Participant Clients. We utilize exceptionally high-quality, low cost Dimensional Fund Advisors (DFA) mutual funds available only through approved advisors like ourselves. A typical portfolio has a low annual expense ratio of just 0.35% (individual clients) and just 0.28% (401(k) plan clients) --- versus the 1-2% annual levied on many mutual funds (along with up to 5.75% additional front-end and back-end commissions levied on some mutual funds sold by brokers and advisors to individuals). Click on the Dimensional logo for more information about these remarkable funds:

 
      
High Net Worth Individuals:
  1. Life Planning Approach. Our clients have a vested emotional interest in their plans -- be it funding their own goals, helping family, charitable giving, travel, etc. Data show clients who embrace their financial plans (and see the emotional pay-off) have a higher probability of achieving their goals.
  1. Accountability. We hold ourselves and our clients accountable to get things done.
  1. Access to Our "Best in Class" Team of Experts. We coordinate with a “best in class” team of experts we’ve screened to provide the services our clients need: tax planning (our CPA), estate and elder care planning (attorneys we work with), insurance experts, education planning experts and geriatric care managers. Together, our experts have over 150 years of combined professional experience -- starting with Eve Kaplan's 25+ years of investment experience. CPA tax work (tax projections every year in the Fall [to minimize taxes] and tax filing each Spring)  is included in our services.

 

 

 

 
52 Plymouth Drive
Berkeley Heights, NJ  07922
Phone 908-898-0549   Fax 908-898-0549
eve@kaplanfinancialadvisors.com

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Eve L. Kaplan. Material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation.

Fee-only financial planning and investment advisory services are offered through Eve L. Kaplan, a Certified Financial Planner (R) Practitioner. Kaplan Financial Advisors, LLC is a Registered Investment Advisor in the State of New Jersey and State of New York. The presence of this website on the internet shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to residents of any state other than the states of New Jersey and New York. Kaplan Financial Advisors, LLC is legally empowered to provide investment advisory services only to residents of New Jersey or New York or where otherwise legally permitted.

Financial Road Map(R) and other Values-Based Financial Planning (TM) tools Eve uses are copyrighted by Bachrach & Associates, Inc.

    
©2010 Kaplan Financial Advisors, LLC. All rights reserved.