Click Here To Schedule a Call or Meeting

Click on the calendar to schedule a call or meeting

our approach

who we are

We are proud insurance people. 

Our only job is to protect your cash flow and strengthen your financial plan. 
We believe that education is a pre-requisite to  buying.  If you are willing to commit some time you'll find how the insurance products we offer might support your existing plan. If you don't have a plan, we can help build its foundation.  

If you make a purchase, it will be because you understand how it fits your situation. If you decide not to make a purchase, you'll walk away more educated than when we started the conversation.    If you want to do business a little differently, contact us today. 

David kaplan

we believe in a unique and customized program for each and every client.

our CLIENTS SPEAK

Everyone we work with is unique. One-size-fits-all approaches will never help you protect those you love. We deliver custom solutions, tailored to you--your family, your culture, your one-of-a-kind challenges.

strategies for life


"This is a new web site for us in 2021. We're going to solicit fresh input from our clients.  Here's some things people have said about us earlier.


"David is is one of the most knowledgeable individuals that I know. He provides a high level of expertise with personal attention. I never hesitate to refer David to my clients or friends on a regular basis." (Chuck D.  A long time client in a related industry.)


"I am very fortunate to have David as a trusted advisor. His practical approach and focused energy ensures that all of my personal and business insurance needs get thoroughly evaluated. The result is honest, wise recommendations that go beyond simply providing quotes, and prove his unparalleled commitment to client service. David is a valuable resource for me and an absolute pleasure to work with." (Victoria N.  A small business owner.)


"Due to his professional business ethics, David Kaplan stands out in a highly competitive industry. He carefully listens to his clients' needs and advises them accordingly. I have known David for over a decade, and based on my own experience, his integrity is second to none. For many years he was an Assistant Professor at Bentley College, in itself a recognition of his expertise in the complex area of financial planning and implementation. He keeps up with the latest business trends which allow him to predict and analyze future market changes and opportunities for the benefit of his clients and his practice."  (Michael K. A business executive and personal client)