Personal Information
Organization / Workplace
Greater Los Angeles Area United States
Occupation
Disability Insurance, Life Insurance & Financial Planning for Physicans, Medical Residents & Fellows
Industry
Finance / Banking / Insurance
About
Kaplan Financial is a boutique firm providing comprehensive financial planning for physicians and medical residents. We specialize in the consulting, brokering and sales of disability and life insurance. In addition, our expertise in asset protection, tax strategies, retirement planning and estate planning help create individually tailored financial plans that best suits our clients’ needs. Our ability to simplify difficult financial matters into a long term goals and strategies has helped our physicians and medical residents insure income protection and financial stability in every phase of their lives.
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