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

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

More Calculators →

Newsletters

How Interest Rates Can Influence Financial Decisions

The Federal Reserve has relied on its control of short-term interest rates to influence economic activity. Adjusting interest rates might seem to be an overly simple solution for steering the world's most powerful economy, but few mechanisms can influence behavior more effectively than interest rates.

Consider Your Retirement Needs, but Don't Forget Your Retirement Wants

A rule of thumb is that workers will need to replace about 80% of their pre-retirement incomes to maintain their standard of living in retirement. But they may need more than 80% to fund a lifestyle that they can truly look forward to. As people grow older, what once may have been considered luxuries can become basic needs.

Ways to Save More

About two out of three American workers are saving for retirement, but less than half are confident that they will save enough money to live comfortably during their retirement years. This article includes suggestions for readers to take small steps that could make a big difference when they are ready to retire.

Help Chart the Future of Your Family Business

The transition from one generation to the next is considered to be one of the biggest risks to the survival of a family-owned business. A thoughtful succession strategy not only outlines when and how ownership should be transferred but also takes tax implications, family relationships, and other sensitive issues into account.

More Newsletters →