Our firm focuses on working with individuals and business owners to develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website, or contact us directly to review the wealth of information we offer. We provide custom tailored, hands-on service. We believe in educating our clients about financial concepts and products, which makes it easier to eliminate some of the stresses investing, insurance, estate conservation can present…all while and preserving wealth in the most tax efficient manner.
We understand the many challenges of retirement today and recognize the biggest concern for many is outliving their money. We focus on money management, as well as other components that are critical to your financial well-being.
Risk Management
- Life Insurance
- Disability Insurance
- Long-Term Care Insurance
- Health Insurance
Individual Market
- Investment Strategies
- Retirement Planning
- 401(k) Rollovers
- Annuities
- Estate Planning
- Education Planning
Corporate Market
- Employee Benefits
- 401(K)
- Business Exit Strategies
- Buy/Sell Funding
- Deferred Compensation Plans
- Executive Bonus Plans
- Key-Man Insurance
Neither Kaplan Wealth Strategies, LLC, NYLIFE Securities LLC and its affiliates, nor its representatives, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.
