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Kaplan Financial Advisors, LLC is affiliated with the following organizations and adheres to their standards of professional excellence and integrity:
Commitment to Rigorous Standards and Continuing Education
The Certified Financial Planner Board of Standards is a professional regulatory organization which promotes ethics, integrity and professional standards in personal financial planning. This gives the public an opportunity to have access to -- and benefit from -- competent, ethical financial planning. Individuals who meet rigorous certification requirements are certified by CFP Board to use its certification trademark. Eve Kaplan is a CERTIFIED FINANCIAL PLANNER(TM) Practitioner.
Commitment to Objectivity
Eve Kaplan is a member of NAPFA, the National Assocation of Personal Financial Planners www.napfa.org NAPFA members practice Fee-Only financial planning which is client-centered, objective and ethical. NAPFA members are required to fulfill the most rigorous Continuing Education requirements in the financial planning industry: 30 hours per year.
As a Fee-Only advisory firm, our recommendations are untainted by any type of fee received by the vendors of financial products. We do not pay for (or receive) referrals from other professionals (e.g. insurance agents, accountants and estate attorneys). Fee-Only advisors provide consumers and institutions with comprehensive and objective financial advice on a "Fee-Only" basis, keeping only the best interests of the client in mind – with neither the advisor nor any related party receiving compensation contingent on the purchase or sale of a financial product.
 National Association of Tax Professionals
Eve is a member of the National Association of Tax Professionals (NATP), a non-profit organization dedicated to excellent in taxation. Membership gives Kaplan Financial Advisors, LLC access to updates on tax law changes that may affect her clients.
Eve is an approved Dimensional Fund Advisors (DFA) advisor who has undergone training in DFA methodologies and techniques. Dimensional Fund Advisors (based in Austin, TX) has high-quality, low expense ratio funds that have been developed to capture higher rates of return than traditional passive mutual funds due, in part, to their tilt toward value and small cap holdings.
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