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Our Goal Is To Achieve Your Goals

Kaplan Wealth Advisors specializes in helping individuals develop sound investment and retirement strategies to fit your individual needs. We believe financial services is not a 'one size fits all' strategy, so we tailor our services around both your long-term and short-term goals.

Our personalized, hands-on service, educates and informs our clients about financial concepts and products, while taking the mystery out of investing, insurance, estate conservation, and preserving wealth. 

At Kaplan Wealth Advisors, we understand the many challenges of investing today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your families financial well being for generations to come.

Services Kaplan Wealth Advisors Offers

Investment Strategies

We create investment strategies that are tailored to meet your needs and goals.

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Retirement Planning

Years of experience have prepared us to guide you through your life transitions.

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Estate Management

Leave your estate intact and ready for the next generation with customized estate planning.

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Insurance Strategies

We help protect your family with a sound insurance strategy to ensure that unforeseen life events won't financially impact those you love.

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Money Management

Years of experience enable us to put your money to work in the right way to protect, preserve, and grow your portfolio.

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Lifestyle Assessments

Our team will help you develop a lifestyle map to allow you to live your best life for all your years.

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Products to Enhance Your Portfolios

Financial Planning

Estate

Retirement

College

401(k)

Tax

403(b)

Pension

Disability Income Insurance

Life Insurance

Long-Term-Care Insurance


Investments

Stocks

Bonds

ETFs

Mutual Funds

Annuities

Alternatives

Private Equity

Corporate Bonds

Municipal Bonds

Account Types

Brokerage

Advisory

401(k)

IRA

Roth IRA

Educational IRA

SEP IRA

Simple IRA

Corporate/business

529

UTMA

Trust

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

contact@kaplanwealthadvisors.com    |  (281) 377-4592

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