WHY CHOOSE US | WHO WE ARE | WHAT WE DO | OUR CLIENTS | CONTACT US

Experience
The planners at Caplan Financial Group have over 60 combined years of technical experience in key financial planning disciplines: asset management, taxation, insurance, estate planning, accounting and law. Few firms offer this broad spectrum of expertise. Our collaborative, focused approach gives our clients the benefit of a full financial management team, yet delivered on a highly personal level.

Independence
Many of us are blessed to have a trusted confidante in our lives. This person may be a family member, a fellow member of a corporate board, a similarly situated executive at another company or a senior physician in the group.  We know we can trust this person. This individual has no vested interest in advising us in any particular direction. Unfortunately, most such mentors are not financial planners. Even if they are financially savvy, we would not ask them to plan and coordinate all of the many facets of our financial affairs.

The planners at Caplan Financial Group have come together to provide you this trusted confidante. We do not work for a bank or brokerage company and we do not sell proprietary investment products.  

A Coordinated Approach
When new clients come to us, we often observe two common challenges. First, there is no comprehensive strategy for their investments, insurance policies and benefit plans.  Rather, the new client has a haphazard mix of financial products purchased over the years from different advisors or on their own.  Second, there is little coordination between the individual’s existing advisors – tax advisor, estate planning attorney, investments broker, personal banker and insurance agent.

Our approach to financial management is aimed directly at these challenges. To reach your financial goals, you need a unifying strategy for your investments, benefits and insurance policies. To be effective, the plan must harmonize the efforts of your many professional advisors. The planners at Caplan Financial Group are currently providing comprehensive wealth management services for clients in the U.S. and around the world. We can do this for you as well.