Eve Kaplan, CFP®
Eve Kaplan
Kaplan Financial Advisors
52 Plymouth Drive
Berkeley Heights, NJ 07922 USA
Work 908-898-0549
» Account Access
Independent Financial Planning in Berkeley Hills, NJ Independent Financial Planning in Berkeley Hills, NJ

Individuals and Families

401(k) & 403(b) Designs

Our Value to You

Simplify your life and attain financial peace of mind
CERTIFIED FINANCIAL PLANNER™ Fiduciary
Dimensional Fund Advisors funds
2nd Opinion portfolio check-ups
Fee-only (no products sold); objective, unbiased advice
27+ years US/international investment experience

UNBIASED, INFORMED services:
• Pre-retirement, retirement focus (couples, women) - typically 150K+  income, $1 mln+ investment assets
• Investment management
• Comprehensive financial planning
• Tax minimization
• Insurance and estate planning
LOW COST, HIGH QUALITY retirement plans:
• Team approach, with key ERISA 3(38) Fiduciary (the gold standard in plans)
• Exceptional education-centric services
• Absorption of plan sponsors liability
• Professionally designed portfolios

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