From budgeting to advanced retirement projections, and everything in-between, Kaplan Wealth Advisors collaborates in creating a financial plan that evolves with your ever-changing needs. We combine a proven, evidence-based investing strategy with ongoing research and management as we will build an investment portfolio that aligns with your goals. We want to know what's truly important to you to build a shared understanding, create a dialog, and unearth details to map out the perfect financial and investment plan to take care of your family from generation to generation. *Securities and advisory services offered through Prospera Financial Services, Inc. | Member FINRA/SIPC Kaplan Wealth Advisors does not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.