The Kaplan, Litwin, Kaplan & Associates Conversation, Cincinnati, Ohio, Stifel

The Kaplan, Litwin, Kaplan & Associates Conversation

Over the years, we have found that an ongoing exchange is the best way to identify your needs before designing the strategies to help you pursue your goals.  We start by establishing a dialogue – the KLK Wealth Management Group conversation.  We only make recommendations after we've gotten to know you and you've gotten to know us.

We focus on two fundamental questions:

Who are you as a person? What are your financial circumstances
•  You and your family •  Investments
•  Business •  Income
•  Career •  Income Needs
•  Hopes and dreams •  Insurance
•  Top priorities •  Family requirements
•  Where you envision yourself over
   the next 5, 10, 15 years, and longer
•  Return expectations
•  Interests •  Risk tolerance
•  Hobbies •  Estate planning strategies
•  Challenges, including the things that
   cause you to lose sleep
•  Tax situation
•  Your likes and dislikes •  Benchmarks and measures of success

These questions and their answers are the foundation of KLK Wealth Management Group consultative approach.


Neither Stifel nor its associates provide tax or legal advice.  You should consult with your tax or legal advisor regarding your particular situation.