Eve L. Kaplan
This advisor specializes in the following areas of expertise:
- High Net Worth Client Needs
- Planning Issues for Business Owners
- Retirement Plan Investment Advice
- Special Needs Planning
- Women's Financial Planning Issues
Kaplan Financial Advisors, LLC is a high-touch, client-centric firm offering individual planning advice to high net worth individuals.
We offer comprehensive investment management/tax planning/insurance/estate planning and executive compensatiuon analysis for individuals who prefer to delegate financial matters to a trusted professional. Our clients include widowed and divorced women, corporate executives, pre-retirees and retirees. Our assets under management minimum is $1,200,000; our annual minimum fee for investment management and financial planning is $3,000 per quarter. We provide significant and extensive financial support by working with our "best in class" team of Subject Matter Experts in the areas of estate planning, special needs planning, tax planning and insurance . We work directly with clients to help them achieve personal goals of importance to them.
Our clients benefit from our use of low cost, high quality Dimensional Fund Advisors (DFA www.dfaus.com) mutual funds. This unique suite of mutual funds provides "smart investing" mutual fund solutions that are superior to regular passive index investments.
I provide a "high touch" (personal, tailored services) for high net worth individuals. My average clients are in their 40s and up, and are single or couples. Some of my clients are already retired, and othersneed help positioning themselves for retirement. Many of my clients are single (often widowed) women who find themselves swamped by financial decisions that leave them confused and anxious.
I started Kaplan Financial Advisors, LLC in 2004. My goal is to help manage my clients' financial lives so they can spend more time doing the things that are important to them. Before I opened my firm, I worked for 20 years as a mutual fund manager in Europe and as an equities analyst (Japan, Singapore). I'm a Certified Financial Planner ® Practitioner. Kaplan Financial Advisors, LLC is a Registered Investment Adviser in the States of New Jersey and New York.
I use Dimensional Fund Advisors (www.dfaus.com) mutual funds for my high net worth individual clients because they offer exceptional value and quality; they are grounded in a specific investment orientation that provides long-term diversification..As a fee-only advisor, I do not "sell" these products and I do not benefit in any monetary way from recommending Dimensional Fund Advisors mutual funds.
I hold myself and my clients accountable for implementing their plans so they have the highest probability of achieving their goals. We work to avoid errors, minimize taxes, eliminate inertia and maximize financial freedom!
NAPFA Start Date
July 09, 2004
Industry Start Date
January 01, 1999