Kaplan Wealth Managment

Kaplan Wealth Managment Founded in 1986, Kaplan Wealth Management uses a consultative approach to help our clients pursue their personal and financial goals.

Kaplan Wealth Management uses a consultative approach to help our clients pursue their financial goals while supporting them and their families through all their financial decisions. As your family’s Chief Financial Officer or CFO, we believe strongly in the importance of building relationships with our clients that last a lifetime. Not only do we work as an investment advisor representative and financial planner, we also work as a relationship manager. Working with other financial professionals, such as CPA’s, Insurance specialists and attorneys, Kaplan Wealth Management strives to address all of your financial needs from the accumulation of assets to the management of wealth. Securities offered through LPL Financial, Member FINRA/SIPC. www.finra.org and www.sipc.org Investment advice offered through Kaplan Wealth Management, Inc., a registered investment advisor and separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
10/09/2026

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

"Old age is like everything else. To make a success of it, you've got to start young,” observed Teddy Roosevelt.
10/07/2026

"Old age is like everything else. To make a success of it, you've got to start young,” observed Teddy Roosevelt.

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

Learn about Medicare Advantage and the choices it offers you for health care coverage, prescription drugs, and more.
10/05/2026

Learn about Medicare Advantage and the choices it offers you for health care coverage, prescription drugs, and more.

Overview of Medicare Advantage, what’s in them, special rules, and more.

10/02/2026

Marriage changes your financial life. This piece includes keys to preparing to grow wealthy together.

You may not be able to stop floods from wreaking havoc, but insurance can manage some of the financial loss.
09/30/2026

You may not be able to stop floods from wreaking havoc, but insurance can manage some of the financial loss.

Protect yourself against the damage that your homeowners policy doesn’t cover.

What do you need to know when the market experiences volatility?
09/28/2026

What do you need to know when the market experiences volatility?

When the market experiences volatility, it may be a good time to review these common terms.

Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
09/25/2026

Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?

Is your estate in order? This short quiz may help you assess your overall strategy.

Medicare doesn’t cover all the health-care expenses you may experience. Enter Medigap.
09/23/2026

Medicare doesn’t cover all the health-care expenses you may experience. Enter Medigap.

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

How far will your savings actually go? Enter your numbers to see how long your money could last depending on how much yo...
09/21/2026

How far will your savings actually go? Enter your numbers to see how long your money could last depending on how much you withdraw each year.

See how long a lump sum of savings could last based on your withdrawal rate and return.

Find out whether you are insurable before implementing a strategy using life insurance.
09/18/2026

Find out whether you are insurable before implementing a strategy using life insurance.

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

Address

Reston, VA
20190

Telephone

+17033521780

Website

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