Kaplan Financial & Insurance Services

Kaplan Financial & Insurance Services Helping physicians identify strategies that seek to protect their income, minimize taxes, and plan for a successful retirement

Learn about Medicare’s popular program, offering retirees free gym membership and health education.
06/22/2026

Learn about Medicare’s popular program, offering retirees free gym membership and health education.

Medicare’s popular program, offering free gym membership and health education.

Turning to coaches for advice is a smart thing to do. We'd like to be one of those coaches.
06/18/2026

Turning to coaches for advice is a smart thing to do. We'd like to be one of those coaches.

Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.

Before you start house hunting, find out what you can realistically afford. This calculator factors in your income, debt...
06/15/2026

Before you start house hunting, find out what you can realistically afford. This calculator factors in your income, debts, and down payment to give you a number.

Estimate how much home may fit within your budget based on income and expenses.

Second homes have unique risks and insuring them is different than a primary home.
06/11/2026

Second homes have unique risks and insuring them is different than a primary home.

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

Trying to decide whether to buy or rent a home? There are 4 important questions you should consider.
06/08/2026

Trying to decide whether to buy or rent a home? There are 4 important questions you should consider.

The decision whether to buy or rent a home may have long-term implications.

Leasing a car? Consider gap insurance to protect against losses that may not be covered by your current policy.
06/04/2026

Leasing a car? Consider gap insurance to protect against losses that may not be covered by your current policy.

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

Creating a home inventory can help you fully recover any property losses you incur. Include these four things.
06/01/2026

Creating a home inventory can help you fully recover any property losses you incur. Include these four things.

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

Surprises crop up every day, and they’re a great reason to work with us.
05/28/2026

Surprises crop up every day, and they’re a great reason to work with us.

Making the most of surprises is a great reason to work with us.

Bedtime Story: U.S. Federal Tax Code. How many pages have you read?
05/25/2026

Bedtime Story: U.S. Federal Tax Code. How many pages have you read?

An inside look at how marginal income tax brackets work.

Renter? Think you’re covered by the owner’s insurance? Do a double check.
05/21/2026

Renter? Think you’re covered by the owner’s insurance? Do a double check.

Don’t overlook the need for renter’s insurance if you rent your home.

Address

16030 Ventura Boulevard, Ste 600
Encino, CA
91436

Opening Hours

Monday 8am - 7pm
Tuesday 9am - 7pm
Wednesday 9am - 7pm
Thursday 9am - 7pm
Friday 9am - 5pm

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