Kaplan Financial & Insurance Services

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

Marriage changes your financial life. This piece includes keys to preparing to grow wealthy together.
10/22/2026

Marriage changes your financial life. This piece includes keys to preparing to grow wealthy together.

Keys to preparing to grow wealthy together.

Renter? Think you’re covered by the owner’s insurance? Do a double check.
10/19/2026

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.

Some diets lighten nothing but your wallet. Here’s a few to avoid.
10/15/2026

Some diets lighten nothing but your wallet. Here’s a few to avoid.

These food myths will really put a drain on your wallet.

What would happen to your loved ones if you were gone? Make financial preparations today.
10/12/2026

What would happen to your loved ones if you were gone? Make financial preparations today.

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

Do you need umbrella insurance? Find out more.
10/08/2026

Do you need umbrella insurance? Find out more.

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

If you have employer-issued stock, an understanding of Net Unrealized Appreciation strategies may benefit your portfolio...
10/05/2026

If you have employer-issued stock, an understanding of Net Unrealized Appreciation strategies may benefit your portfolio.

Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.

Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here:
10/01/2026

Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here:

The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.

Whether you have life insurance through work, are retired, or raising a family, it pays to know the truth about life ins...
09/28/2026

Whether you have life insurance through work, are retired, or raising a family, it pays to know the truth about life insurance coverage.

Whether you have life insurance through your work or are retired it pays to know the truth about life insurance coverage.

A disability could keep you from work and increase costs. How can you protect yourself?
09/24/2026

A disability could keep you from work and increase costs. How can you protect yourself?

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

Just because you’re under 65 years of age doesn’t mean you don’t qualify for Medicare. There are a few specific scenario...
09/21/2026

Just because you’re under 65 years of age doesn’t mean you don’t qualify for Medicare. There are a few specific scenarios where you are eligible earlier. Learn more:

You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.

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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