Caplan Financial Group

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Investment Advisory Service, Financial Planners, Financial Planning Consultants

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(410) 735-1905Call Visit WebsiteVisit Website Map & DirectionsDirections841 E Fort Ave # 315Baltimore, MD 21230 Write a ReviewWrite Review

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Caplan Financial Group

Tax Planning
I began my career with the international accounting firm KPMG in Washington, DC, and was responsible for auditing and tax planning for individual and corporate clients. I entered law school in 1990, concentrating my studies in tax, estate and corporate law. During my final year of law school, I created the predecessor firm to Caplan Financial Group, LLC. I earned my Bachelor of Accountancy degree with distinction from George Washington University in 1985 and my law degree with honors from University of Maryland School of Law in 1993.

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More Info

Extra Phones

Fax: (443) 378-7060

TollFree: (800) 905-4651

Location

Southside Marketplace

Neighborhoods

Southern Baltimore, Riverside

Other Link

https://www.caplanfinancialgroup.com/contact-us.php

Categories

Investment Advisory Service, Financial Planners, Financial Planning Consultants, Investment Management, Retirement Planning Services

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Details

Phone: (410) 735-1905

Address: 841 E Fort Ave # 315, Baltimore, MD 21230

Website: https://www.caplanfinancialgroup.com/contact-us.php

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Caplan Financial Group

Tax Planning
I began my career with the international accounting firm KPMG in Washington, DC, and was responsible for auditing and tax planning for individual and corporate clients. I entered law school in 1990, concentrating my studies in tax, estate and corporate law. During my final year of law school, I created the predecessor firm to Caplan Financial Group, LLC. I earned my Bachelor of Accountancy degree with distinction from George Washington University in 1985 and my law degree with honors from University of Maryland School of Law in 1993.
Estate Taxes
Income Tax
Local income tax laws. When an individual relocates or one’s investments are exposed to the tax rules of another jurisdiction, excessive taxation may result.

Investment Management
Wealth Management
Caplan Financial Group is a nationally respected wealth management firm committed to delivering to our clients customized planning for the entirety of their financial affairs. We are committed to serving our clients in a way that best addresses their unique circumstances, sensitivities and concerns.

Accounting Services

Financial Planning
Clients of Caplan Financial Group work directly with the principals of the firm who are intimately familiar with the financial affairs of each client. This interaction is the key element of our service delivery. Only with highly personalized attention can we provide what we know is truly effective financial planning.
Retirement Planning
At Caplan Financial Group, we work closely with our clients to sort out the retirement planning landscape and establish a plan that fits each person's situation, goals and dreams. We combine our years of planning experience with specially-designed software modeling to provide our clients with a vision of where their current plan is taking them, and what they can accomplish within certain time frames.
Long Term Care
Life, disability and long-term care insurance are valuable tools for protecting income and assets. The planners at Caplan Financial Group put over 30 years of insurance industry experience to work to provide our clients with insurance recommendations they can trust.
Asset Management
I founded Caplan Financial Group in 1992 and currently serve as the Chief Investment Officer. My background in accounting and law, together with over 25 years of experience in asset management and the insurance field, enables me to address the issues faced by clients in today's complex investment, estate planning and tax environment. I actively serve all domestic and international clients of the firm.

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