Kaplan Family Financial, LLC
(Ari) Jason Kaplan,
Financial Advisor
Eagle Strategies LLC
As with most other things in life, a key to achieving your long-term financial objectives is planning. Your goal may be to fund your children’s college education, protect your family during your working years, or guarantee your own retirement security. These things won’t happen by accident. It’s important to determine what you’d like to achieve financially and then map out a strategy that will help you meet those goals. The good news is that it’s never too late to start.
Of course, planning your financial future can be intimidating. Luckily, you don't have to do it alone. As a New York Life Insurance Company agent and a registered representative through NYLIFE Securities LLC, I am a trained professional who can help you identify your financial needs and then determine which insurance and financial products can best help you meet your objectives.
Please use my website as a resource, and do not hesitate to contact me for additional information or to schedule a meeting. Thank you for your interest.
Calculators
You can review interesting calculators on my site.
Contact Us
Please feel free to contact us with any questions.
Videos
We have interesting videos for you to watch on my site.
Forbes Best-in-State Top Financial Security Professional 2024
I am proudly named by Forbes on this year’s ranking of Top Financial Security Professionals in each state across the country. My goal is to serve clients with unmatched excellence, so this award is a reflection of the real value I deliver to my clients. I strive to continue to prioritize providing reliable solutions and guidance to my clients.
I was chosen as one among a very small group of insurance professionals in the state to receive the recognition this year. The list features a ranking of the best insurance professionals whom families rely on for wealth preservation and protection. Financial Security Professionals were selected by an independent research firm based on various qualitative and quantitative data and one simple notion: “Would we recommend these professionals to a family member or friend?”. You can learn more about SHOOK Research’s methodology here.
Neither SHOOK nor Forbes receives any compensation in exchange for placement on its Top Financial Security Professional (FSP) rankings, which are determined independently (see methodology). FSP refers to professionals who are properly licensed to sell life insurance and annuities. FSPs may also hold other credentials and licenses which would allow them to offer investments and securities products through those licenses. Ranking algorithm is based on qualitative measures learned through telephone, virtual and in-person interviews to measure best practices. Also considered: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management, sales figures and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and audited performance reports are rare. Individuals must carefully choose the right FSP for their own situation and perform their own due diligence. SHOOK’s research and rankings provide opinions intended to help individuals choose the right FSP and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
Articles
Having control over your day-to-day finances
Money is personal, and emotional, but it doesn’t have to be scary. Understanding how your day-to-day finances and your emotions are connected can help you take more control of your financial situation.
Easy steps for starting a "surprise" fund
Surprises happen, and they can get very expensive. Whether you have a "surprise fund" already or not, these easy steps can help you feel secure and prepared for any future surprise expenses.
Budgeting for a non-budgeter
Budgeting doesn’t have to be a scary word. Take the fear out of budgeting with these simple tips, tricks, and ideas to help even a beginning budgeter get started.
Should you combine your finances after getting married
Whether or not to tie your finances together after you’ve tied the knot is a big question for all newly married couples. Here’s what you need to consider before making the decision.
5 things to do after divorce to help build financial freedom
Divorce is a reality that half of married couples will face in their lifetime—it’s an emotionally challenging time for most, but bringing a thoughtful approach to your finances throughout the process can ensure that you come out on the other side prepared for your new life.