In order to meet your goals in life you need a plan, and in today’s complex financial world, you may feel that planning for the future is more complicated and difficult than it’s ever been – which is why our agency is proud to partner with one of the most reputable financial advisors in the region, who will work with you to lay out a clear strategic path to meet your goals.

Financial Planning For Individuals & Families

Whether your family is growing or you’re trying to limit the impact of a transition on your loved ones, remember your long-term goals. You may be considering important life events like college or marriage; you may be put in a position of caring for the people who supported you throughout your life—no matter what the situation, you’ve got a lot to think about. Planning now could help make the difference between just getting by and living comfortably down the road.

Take The Confusion Out Of Your Finances

For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming and confusing…that’s where a financial planner comes in.

With tailored expertise that cuts through complexity and hands-on approach and unbiased advice that puts your interests first, a financial advisor will help you:

  • Set realistic financial and personal goals
  • Assess your current financial health by examining your assets, liabilities, income, insurance, taxes, investments and estate plan
  • Develop a realistic, comprehensive plan to meet your financial goals by addressing financial weaknesses and building on financial strengths
  • Put your plan into action and monitor its progress
  • Stay on track to meet changing goals …changing personal circumstance and changing stages of your life

Financial planning services include:

  • Retirement Strategies
  • Estate Plan, Wills & Trusts
  • Income Taxes
  • Disability Income
  • Long-term Care Insurance
  • Survivor Needs
  • Student Loan Management
  • Beneficiary and Legacy Planning

It is never too early or too late to start planning.

No matter where you are in your financial journey, our professionals are here to help protect you and your family through the ins and outs of life’s many changing events. Contact us today for a free no obligation initial consultation.

Disclaimer: These services are not provided directly through Kaplansky Insurance Agency. All financial products and services referred to on this web site are offered by or through an affiliate partner.

Financial Planning For Business Owners

Are you looking for customized financial planning and investment advisory services to meet your specific needs? From retirement planning to employee benefits, a financial advisor can provide you expert financial advice and work with you to highlight the opportunities uniquely available to you as a business owner.

Planning Isn’t Only For Tomorrow

Owning your own business is a dream for many. But managing your business takes a lot more than hard work. Between employee management, tax preparation, daily office work and growing your business, it can be difficult to find time to look at the “big picture.” You probably have lots of standing questions, such as:

  • How can I attract the best people to best grow the business?
  • If I get hurt or die, what happens to my business?
  • Do my suppliers and vendors feel confident that my business will offer continuous service?
  • Can my business fund the retirement I envision?

How Can A Financial Advisor Help You And Your Business?

With a customized approach, a financial advisor can provide you with a variety of value – added services designed to meet your business needs and comfort level, including:

  • Employee Benefits
  • Succession Planning
  • Financial Planning
  • Wealth Transfer
  • Retirement Planning
  • Contingency Planning

Take The Next Step Today

Whatever your financial priorities are as a business owner, an experienced financial advisor has the resources to help you address them. By working with an advisor trained in helping business owners succeed, you’ll have access to a comprehensive planning process that can help synchronize your personal and professional financial goals. Get started with a complimentary consultation today.

Disclaimer: These services are not provided directly through Kaplansky Insurance Agency. All financial products and services referred to on this web site are offered by or through an affiliate partner.

Let’s discuss our financial services.

One of our insurance advisors will reach out to you to review your information and present you with the appropriate financial services solution. There’s no obligation, just good-old-fashioned advice.
Kaplansky Insurance offers comprehensive financial services options across Massachusetts, including Bradford, Brookline, Cambridge, Chelmsford, Concord, Fairhaven, Framingham, Marlboro, Milford, Randolph, Needham, Truro and Weymouth.