Helping you realize your vision for retirement
We provide customized, comprehensive investment planning for business owners and high-net-worth individuals as you approach retirement. We know it’s important to tailor retirement planning for each individual’s needs, and so our plans are driven by your goals, lifestyle and financial vision.
As a client, you have the distinct advantage of knowing that you are working with not only a team of seasoned investment professionals who have achieved the CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Consultant® certifications, but are also joined by Certified Public Accountants to provide you and your family with extensive financial expertise.
This team approach of combining investment and tax-intelligent strategies is what sets Davie Kaplan apart.
To learn more about our retirement planning services, please contact us.