Personal financial planning

You’ve spent a lifetime accumulating wealth. How much time do you want to spend on the details that accompany that wealth? Your finances and your time are too important to be handled haphazardly.

Our goal is to serve as a one-stop resource to help you maintain and increase your personal and family wealth while allowing you the time to enjoy the benefits that wealth provides.

We can help you and your family manage its cash flow, pay its bills, assist with selection and monitoring of your investments, and provide estate, tax and financial planning to help you achieve your goals. We can serve as a trustee or executor for various tax-related legal entities. We also provide advice on ways to structure the overall distribution of your wealth to these entities, charities, or other family members.

In addition, we can serve as a central coordinator for your various charitable contributions, including assistance with the establishment and day-to-day operations of family foundations. We can also help your children or any elderly relatives address their particular financial issues. Finally, our services can extend beyond these traditional financial services to include structuring of deals, management of property and assets, domestic care provider coordination, and other forms of assistance.

Davie Kaplan has many years of experience in helping individuals plan for financial independence. Our accountants, tax planning experts, and consultants have first-hand knowledge of personal finance, income\estate taxes, investments and insurance. Davie Kaplan has practical experience in analyzing and projecting expenses, income, and cash flow can help you grow financially.

Securities offered through 1st Global Capital Corp. Investment advisory offered through 1st Global Advisors, Inc. DKCB Financial Advisors, LLC is not affiliated with 1st Global Capital Corp. We currently have individuals licensed to offer securities in the states of KY, SC, FL, MA, NC, VA, NY, CO, CT. This is not an offer to sell securities in any other state of jurisdiction.

Eldercare CPA PrimePlus Services

For more information, contact Jeanne E. Morelli.