Anyone who entrusts their retirement planning to a simplistic formula or off-the-shelf website “calculator” is likely in for some unpleasant surprises.
These approaches are just too simplistic for such a complex task—unable to account for the myriad differences in things like tax rates, investment performance, and hundreds of other variables that can have a major impact on how (or when) you retire.
At Kaplan Financial, our very personal, one-at-a-time approach prepares every client with a customized plan that takes into account your specific circumstances.
Our detailed retirement analysis is designed to guide you through a comprehensive decision-making process. For example, we’ll go through a Social Security analysis together to review the implications of various distribution options. Over the long term of your retirement, simple decisions like when to begin collecting can have significant implications. Your understanding of these issues is important to us.
Kaplan Financial clients reflect a wide range of individuals and lifestyles, and our retirement planning follows suit. We understand the distinct differences in the retirement options for business owners, self-employed professionals, and career employees. We contextualize your plan within the needs and opportunities of yourself, your spouse, and your family—looking at the potential contributions and requirements of all parties.
We design a plan for retirement distributions from each portfolio to support one’s lifestyle—including careful consideration of tax implications—with an eye toward supporting a comfortable and independent “post-work” life.
Barron's Top 100 Financial Advisors 2025 is based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.
The Forbes ranking of America’s Top Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings.
Barron’s Hall of Fame advisor Susan Kaplan reveals her keys to building a $3.3 billion business, why young advisors might want to join a big Wall Street firm, and how she learned to stop worrying and love hybrid work.
Led by Susan Kaplan, CFP, MBA, our dedicated team drives our culture and investing success.
