Kaplan Financial Insurance Services Inc

Kaplan Financial Insurance Services Inc. is a California-based financial services firm specializing in serving physicians and medical residents. With a team of three employees, the company boasts a robust track record, having been in operation since 1990. Kaplan Financial Insurance Services Inc. has a strong financial standing, generating annual revenue of $2.5 million. The company's core offerings revolve around comprehensive financial solutions tailored to the specific requirements of physicians. Their expertise lies in "own occupation" disability insurance, a service that has earned them recognition as a leader in the field and a recommendation from The White Coat Investor. Kaplan Financial Insurance Services Inc. takes pride in understanding the unique financial planning needs of physicians, enabling them to craft individualized strategies that are both experienced-driven and expert-backed. Kaplan Financial Insurance Services Inc. distinguishes itself through its deep understanding of physicians' financial needs. Their personalized approach involves identifying long-term financial goals, designing sound strategies to achieve them, and ensuring effective implementation and management. This comprehensive service allows physicians to focus on their practice while enjoying greater financial security. To learn more about how Kaplan Financial Insurance Services Inc. can help you achieve your financial goals, contact them at 818.783.6620 for a complimentary consultation. For information about Securities and Financial Planning, please visit their website at kaplanfinancial.net.