CAPLAN FINANCIAL GROUP

Caplan Financial Group is a nationally respected wealth management firm committed to delivering to our clients customized planning for the entirety of their financial affairs. We are committed to serving our clients in a way that best addresses their unique circumstances, sensitivities and concerns... There are numerous options available to parents and other relatives who seek sound approaches for funding higher education. Caplan Financial Group analyzes the various prepaid programs, savings programs, Section 529 plans, and less well-known, but effective, tax advantaged programs available to our clients. We combine one or more of these approaches in recommending a plan for our clients' education funding goals... At Caplan Financial Group, we work closely with our clients to sort out the retirement planning landscape and establish a plan that fits each person's situation, goals and dreams. We combine our years of planning experience with specially-designed software modeling to provide..

Also known as: Caplan Financial Group, LLC