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

Benefit. Premium. Policyholder. Learn the language before evaluating your options.
07/16/2026

Benefit. Premium. Policyholder. Learn the language before evaluating your options.

Term insurance is the simplest form of life insurance. Here's how it works.

What steps might help you sustain and grow your retirement savings? This piece explores them.
07/13/2026

What steps might help you sustain and grow your retirement savings? This piece explores them.

Steps to help you sustain and grow your retirement savings.

The average college senior graduates with credit card debt. How will your kids manage money?
07/09/2026

The average college senior graduates with credit card debt. How will your kids manage money?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

Looking for the latest tax bracket changes? Use this handy reference guide to save time.
07/06/2026

Looking for the latest tax bracket changes? Use this handy reference guide to save time.

Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.

Do you know the risk factors that can lead to cognitive decline?
07/02/2026

Do you know the risk factors that can lead to cognitive decline?

Try these activities to keep your brain sharp.

Learn the language of life insurance.
06/29/2026

Learn the language of life insurance.

When considering life insurance, it's important to understand your options.

Can group and private disability policies work together?
06/25/2026

Can group and private disability policies work together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

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.

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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