HELPING BUILD AND PRESERVE WEALTH SINCE 1981, ONE CLIENT AT A TIME

Kaplan, Litwin, Kaplan & Associates is a partnership providing a full range of investment and wealth-building strategies.  Established in 1981 and affiliated with Stifel Nicolaus since 2005, we have over 90 years of combined industry experience offering investment advice coordinated with other trusted advisors.

We help meet the needs of high net worth families seeking to grow and preserve wealth over multiple generations by providing through Stifel Nicolaus:

•  Investment Advisory Services

•  Financial Planning

•  Trust and Estate Planning Strategies

•  Insurance Services

•  College Savings Programs

•  Retirement Services

•  Corporate Executive Services

•  Corporate Finance

•  Investment Research

•  Comprehensive advice that incorporates tax, trust, estate planning strategies and other aspects of our clients' lives.

Our approach helps clients prioritize, organize, and simplify financial matters to take care of people they love and causes that are important to them.

We work best with clients who:

♦ Value the advice of professionals and want Kaplan, Litwin, Kaplan & Associates as a strategic advisor

♦ Believe in our investment philosophy and the importance of strategic asset allocation and diversification.

♦ Are comfortable:

• Discussing family goals and objectives

• Providing full disclosure of experiences and financial resources

• Integrating Kaplan, Litwin, Kaplan & Associates with other trusted advisors

♦ Believe and value multigenerational planning.

♦ Have investable assets of over $1 million.

♦ Are willing to be an advocate for Kaplan, Litwin, Kaplan & Associates.

Stifel Nicolaus does not offer tax or legal advice.  You should consult with your tax and legal advisors regarding your particular situation.

Asset allocation and diversification does not ensure a profit or protect against loss.  

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 
Calculators

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Car Affordability

How much can you afford to pay for a car?

More Calculators →

Newsletters

Settling on a Salary

As a company's profit situation improves, business owners may be in a position to decide whether to take home a larger salary or use more of the proceeds to invest for the future. This article discusses the possibility of choosing a business-owner salary that allows for other benefits, such as building the business, saving more for retirement, and adding employee benefits.

Averaging Ups and Downs

Stock market volatility was the norm in 2011, and that can be hard on an investor’s nerves. Utilizing a dollar-cost averaging strategy may help even out your portfolio’s ups and downs, as explained in this article.

Diving into Dividends

Dividends have traditionally been considered a source of income, but they also can be a powerful way to help build savings. A recent study found that dividends contributed 44% of S&P 500 total returns from 1930 through September 2010. This article explains how dividends work and the role that dividends could play in an investor's savings strategy.

Where There's a Will, There's a Way

Only 35% of Americans have a will, yet it's a relatively simple legal document that every adult should have, regardless of wealth or age. Dying without a will can lead to unwanted outcomes and potential problems for heirs. This article discusses the importance of a will and other estate conservation documents.

More Newsletters →