Kaplan Financial Advisors, LLC

Fee-Only Financial Advisor in Berkeley Heights, NJ

Our retirement focus minimizes the risk of outliving your assets.Together we work on investments, 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 28+ years investment experience; we utilize high-quality mutual funds, including Dimensional Fund Advisors, to diversify/reduce investment risk. We utilize tax minimization tools to save our clients money. Listen to Eve (recent interview) discuss financial planning.

Our Value to You

	High marks from current clients (independent audit)
	CERTIFIED FINANCIAL PLANNER™, strict Fiduciary standards; attain financial peace of mind
	Dimensional Fund Advisors funds
	2nd Opinion portfolio check-ups
	Fee-only (no products sold); objective, unbiased advice
	28+ years US/international investment experience

Single Women

Couples & Families