Kaplan Financial Advisors, LLC.
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52 Plymouth Drive
Berkeley Heights, NJ 07922 (map) - (908) 898-0549
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Financial Planning & Investment Management
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Kaplan Financial Advisors, LLC. • Berkeley Heights, NJ • $250 per hour
- You'll be asked a few quick questions that will help describe your needs.
- You'll be asked to provide your contact information so that Eve Kaplancfprpractitioner will be able to get in touch with you.
- You'll have the option to get competing quotes from other qualified service professionals, saving you time and money.
We offer 1) boutique fee-only (no products sold) financial planning and investment management for pre-retirees and retirees and 2) 401(k) and 403(b) plan design and monitoring.
We use low-cost, high-quality Dimensional Fund Advisors mutual funds and portfolios. We have 25+ years of professional investment experience and draw upon a team of "best in class" experts to help our clients attain their goals for the reasons that are important to them.
Question and answer
Q. Why does your work stand out from others who do what you do?
A. I am passionate about helping people avoid "crashing and burning" (ending in financial failure, outliving their assets). I work closely with clients to help them achieve their goals.
Q. What do you like most about your job?
A. Helping people!
Q. What questions do customers most commonly ask you? What's your answer?
A. Question: What's involved in working with a financial planner - I've never done it before? Answer: We work together to complete a thorough plan that covers all financial areas (insurance, estate planning, the right portfolio for you, etc). Once completed, we work together to make sure you stay on course with your financial plan - which may evolve over time as circumstances and needs change.
