Personal Financial Planning

You have spent your lifetime working hard in order to support your family and build wealth for retirement and for your heirs. Are you confident that you will be able to achieve all of the objectives to which you aspire? Do you have sufficient resources for your children’s education? For your planned lifestyle during retirement? For potential medical expenses as you get older?

In conjunction with our affiliated company Davie Kaplan Wealth Care Advisors, LLC, Davie Kaplan will help you analyze and project your future income and expenses in order to avoid common financial planning pitfalls and assure that your objectives can be met. With the combined resources of a CPA firm and a Financial Planning firm, we are uniquely postioned to provide guidance on minimizing your current and future taxes while structuring your investments to maximize your wealth.

Related business and tax planning services offered by Davie Kaplan, CPA, P.C. that are integral to a comprehensive approach to your financial well being include:

Securities offered through 1st Global Capital Corp. Member FINRA, SIPC. Investment advisory services including fee-based asset management accounts held through NFS, LLC are offered through 1st Global Advisors Inc or DKCB Financial Advisors, LLC. All other financial planning services are offered through Davie Kaplan Wealth Care Advisors, LLC a Registered Investment Adviser. DKCB Wealth Care Advisors and DKCB Financial Advisors, LLC are not affiliated with 1st Global Capital Corp. We currently have individuals licensed to offer securities in CA, CO, FL, GA, KY, MA, MI, NC, NY, PA, RI, SC and VA. This is not an offer to sell securities in any other state or jurisdiction.

Interested in learning more? Contact us