Welcome to Kap Planning

Our team of financial professionals has more than 100 years of combined client-focused planning experience. Since its inception in 1981, KAP Planning has utilized a comprehensive planning process to help clients and their advisors make informed decisions.

Our team's combined experience, credentials and knowledge of a wide-range of products and services allow our firm to provide quality, cost-effective financial strategies that are designed to help our clients realize their financial goals.

At KAP Planning, our mission is simple: to provide innovative and practical financial solutions for our valued clients. Our firm's reputation for professional excellence and reliability gives our clients a high-level of confidence in services and products we recommend and help implement.

We look forward to helping our clients take control of their financial future.

 

I am licensed and registered to offer products and services in [CA, CT, FL, MA, NJ, NY]. Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states. Please contact this office for further information.

L1016481913[exp1117][NY]

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck