Kaplan Financial – Robert B. Kaplan, Certified Financial Planner™, founder and President of Kaplan Financial, specializes in serving the unique disability and life insurance needs of over 3,000 physicians and medical residents nationwide. Robert, who founded the firm in 1990, is a former CPA with Ernst & Young and has been married to a practicing physician for over 25 years. Robert is a recognized sales leader among disability insurers and was recently named as one of America’s Top Financial Security Professionals by Forbes magazine. He works with a broad range of insurers to find the best combination of policy features, cost, and financial strength for you. As a result, he is able to make informed recommendations based on objective research and your individual needs. Kaplan Financial is the place to go for objective and experienced financial advice, discounted rates on individual disability insurance, and a long-term commitment of superior service.
You are unique. Your financial goals and circumstances are too. You deserve a financial and risk management professional who can offer personalized service and cater to your unique financial needs. As a CERTIFIED FINANCIAL PLANNER™ professional and an independent insurance broker, I can offer an expert understanding of your financial landscape and provide clear, unbiased advice. With over 30 years of physician-specific insurance experience, having fostered important industry relationships along the way, I can effectively advocate for your specific financial protection planning through every stage of your career. As a husband, son-in-law, and brother-in-law of physicians, and a father of a medical student, I am especially passionate about helping doctors navigate their financial security so that they can focus on their vital work.
Over three decades of helping physicians, I have worked with all types: from the financially savvy to the financially “illiterate”, from the pre-contemplative to the “I’m ready to sign up”, from the inquisitive and careful, to the ones who say “I’m too busy. Just tell me what to do”, from the simple and straightforward to the complex. I enjoy them all and work tirelessly to ensure that everyone’s financial security needs are met throughout their medical careers.
“I went through your list of recommended insurance agents, and while I would have loved to work with all of them, I just happened to pick Robert. One of the best decisions of my life. No selling at all. No ambiguity. No beating around the bush. No pressure to be his client. Just wanted to make sure I was financially and soundly informed and welcomed us to reach out to him as many times as we needed and if we ultimately decide to apply through him, great!
I felt really bad that all this knowledge was coming from him to me for free (he literally spent hours on the phone with us to explain unreservedly every question we possibly had). I could go on and on about how practical, not-pushy, comprehensively and patiently informative, and prompt to respond Robert Kaplan was with us. Working with him was how I imagined getting disability insurance should be, but exponentially better.”