Eve Kaplan, CFP®
Eve Kaplan
Kaplan Financial Advisors
52 Plymouth Drive
Berkeley Heights, NJ 07922 USA
Work 908-898-0549
Schedule a Consultation
Independent Financial Planning in Berkeley Hills, NJ
Best Financial Advice in Berkeley Heights, New Jeresey

Fee-Only Financial Advisor in Berkeley Heights, NJ

Are you in your 40s or older? Are you contemplating retirement soon - or already retired? Either way, our detailed planning focus puts you on the right financial track to minimize the long-term risk of outliving your assets. We specialize in investment management, tax planning, estate planning and insurance issues without product sales or split commissions. If products (e.g. insurance) are needed, we utilize trusted professionals who won't sell our clients down the river. We have 30+ years investment experience; we utilize high-quality mutual funds, including Dimensional Fund Advisors, to diversify/reduce investment risk. We utilize tax minimization tools and invest in tax-advantaged funds to save our clients money. Click here to watch Eve discuss financial planning on Consuelo Mack's "WealthTrack Women" series.   Listen to Eve  discuss financial planning.


Our Value to You

High marks from current clients (independent audit)
CERTIFIED FINANCIAL PLANNER™, strict Fiduciary standards; attain financial peace of mind
Dimensional Fund Advisors funds
2nd Opinion portfolio check-ups
Fee-only (no products sold); objective, unbiased advice
30 years US/international investment experience

Single Women


Couples & Families


Intimidation-free financial planning:

Reduce stress caused by insufficient time or expertise
Clear guidance without jargon
Professionals and widowed women: $1-5 million investment assets
Work on issues unique to women
 

Combining analytics with an intuitive approach:

We work with couples to reduce divisive financial issues
Educational support for the non-decision-making spouse
Typical clients: $1-5 million investment assets
 



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