Davie Kaplan Wealth Care Advisors

To provide more comprehensive financial planning services to our clients, Davie Kaplan, CPA ,P.C. has chosen 1st Global Capital Corp. as its broker-dealer for financial services transactions. 1st Global Capital Corp. was founded by CPAs and as a result understands the special concerns of CPAs for their clients.

Through our relationship with 1st Global Capital Corp. we have full time financial planning capabilities in our office. This allows Davie Kaplan partners to work closely with our clients and develop financial strategies which are designed to integrate the financial needs of our clients with the appropriate investments to enhance personal wealth while keeping a careful eye on the clients tax concerns. Many Davie Kaplan clients are happy with the coupling of the financial services capability with their tax planning needs.

Our comprehensive financial planning covers the following topics:

  • Income tax planning
  • Investment planning
  • Retirement planning
  • Disability and income protection
  • Asset protection
  • Estate planning
  • Business planning
  • Education planning
  • Debt management
  • Special situations

 

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