By understanding how our clients see their future, we help design a safety net for when the plan and the reality don't align.
David Kaplan is an experienced insurance advisor, solo cross county motorcycle rider and financial educator with a holistic approach to planning. He, and the advisors he works with, bring sound, conservative advice to help clients grow and protect assets, and most importantly, to create sufficient cash flow when it is needed most.
We take the risk management process used every day in business and apply it to families and individuals.
We are story tellers, problem solvers and educators.
We assume life won't play out exactly as planned so we help clients set realistic expectations.