Our mission is to be your trusted business partner and help you create meaningful value by providing best of breed financial and operational support services. We will always to go above and beyond in everything we do to establish true partnerships with our clients.


We will ALWAYS strive to provide you with exceptional level of expertise and personal care. We are bound by our word and laser-focused on the well-being of our clients. Our commitment will be consistently reflected in everything we do, as professionals and as a firm, as we conduct ourselves with respect for our clients and uncompromising integrity throughout every aspect of our practice. Building on our Navy's core values of honor, courage and commitment, we lead with key attributes of integrity, accountability, initiative, and toughness which serve as guiding criteria for our decisions and actions.

At Kaplan & Company Financial, we listen closely to you and follow through with action. We do what we say we are going to do - our actions really do speak louder than words.