About

At Kaplan Family Financial, we help individuals, families, retirees, and business owners take all the different pieces of their financial life and actually put them together.

A lot of people come to us with retirement accounts from different jobs, investments, insurance, savings, pensions, business interests, or questions about what happens to everything down the road. Our job is to help organize it, identify what may be missing, and build a plan around what they are actually trying to accomplish.

We work with clients on retirement and income planning, investments, wealth management, life insurance, long-term care planning, business planning, tax-efficient strategies, and legacy planning.

A big part of that conversation is also looking at the estate side of the plan. We are not estate attorneys, but we can help identify where there may be a legal gap. That could be not having a will or trust in place, outdated beneficiaries, questions around powers of attorney and healthcare documents, business succession issues, or making sure assets are positioned properly for the next generation.

When those issues come up, we can help clients find and coordinate with an estate planning attorney who can handle the legal side. From there, we work alongside the attorney so the legal documents and the financial plan are working toward the same goal.

Jason Kaplan brings years of experience in financial services and takes a holistic approach to planning, with a focus on families, business owners, people approaching or already in retirement, and protecting and building wealth.

Alex Snyder brings a little bit of a different background to the table. Before getting into financial services, Alex served as an 82nd Airborne Division paratrooper, deployed to Afghanistan, worked in security supporting the Department of Defense, and spent years in law enforcement, including serving as a Sergeant with the Norfolk County Sheriff’s Office and a crisis negotiator with METROLEC.

That background plays a big part in the way we work with people today. We look at the situation, figure out what could go wrong, identify what may be missing, and put a plan in place before it becomes a problem.

Between the two of us, the goal is not to make finance more complicated. It is to help you understand what you have, why you have it, what may be missing, and whether everything is working together the way it should.

Whether you are getting ready to retire, growing a business, protecting your family, managing investments, or trying to make sure the next generation is taken care of, we want to be a resource for the entire picture.

KaplanFamilyFinancial.com

Kaplan Family Financial does not provide legal advice. When legal or estate planning needs are identified, clients may be referred to and work directly with qualified legal professionals.