Retirement Planning Analysis and Recommendations

Investment Planning as You Approach Retirement

Davie Kaplan Wealth Care focuses on business owners and high net-worth individuals by providing customized, comprehensive investment planning as you approach retirement. For us, there is no such thing as a standard plan — it’s all driven by goals, lifestyle and the interests of our clients, their families, and the many facets of their financial position.

We have deep expertise in effective investment planning for retirement, including IRAs, 401(k)s, SEP plans, as well as annuities, bonds and other options. In addition, as financial advisors, we ensure that tax planning and optimization are at the core of our clients’ retirement plans at each stage of their development. Our guidance is focused on creating tax-centric solutions that mitigate risks and allow you to enjoy more of the benefits of your retirement, year after year.

We are prepared to help you realize your vision for retirement — for yourself and your family.