kapplanning.com

KAP Planning, Ltd

Estate Planning and Wealth Preservation Strategies. 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. We look forward to helping our clients take control of their financial future. KAP Planning, Ltd. 32nd Floor - Suite 3200 B. New York, NY 10166. 32nd Floor Suite 3200 B.

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KAP Planning, Ltd | kapplanning.com Reviews

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Estate Planning and Wealth Preservation Strategies. 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. We look forward to helping our clients take control of their financial future. KAP Planning, Ltd. 32nd Floor - Suite 3200 B. New York, NY 10166. 32nd Floor Suite 3200 B.

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2 Financial planning

3 Financial advisor

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5 Success

6 Goals

7 Trust

8 Asset Management

9 Retirement

10 Retirement planning

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insurance planning,policy reviews,underwriting advocacy,map and directions,office phone,office fax,email,info@kapplanning com,contact info,new york,check the background,our services,our process,our team,nick kavallieratos,stephen sabo,who we are

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KAP Planning, Ltd | kapplanning.com Reviews

https://kapplanning.com

Estate Planning and Wealth Preservation Strategies. 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. We look forward to helping our clients take control of their financial future. KAP Planning, Ltd. 32nd Floor - Suite 3200 B. New York, NY 10166. 32nd Floor Suite 3200 B.

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kapplanning.com

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Our Location

http://www.kapplanning.com/location.cfm

Please complete the contact form and we'll be in touch. KAP Planning, Ltd. 32nd Floor Suite 3200 B. If you have immediate questions, concerns, suggestions or need any type of service, call us at (212) 578-2060. If you need further assistance use the Contact Form. Links to get in touch with us. 32nd Floor Suite 3200 B. Of this financial professional on FINRA's BrokerCheck. Of this financial professional on FINRA's BrokerCheck. Estate Planning and Wealth Preservation. Harold L. Wilshinsky. Jared S. Levy.

2

Harold Wilshinsky, MSFS®, CLU®, ChFC® : KAP Planning, Ltd

http://www.kapplanning.com/ecard.cfm?ID=64391

Harold Wilshinsky, MSFS , CLU , ChFC. 32nd Floor Suite 3200 B. Harold L. Wilshinsky is Managing Partner of KAP Planning, Ltd. an insurance practice with over fifty years of experience focused on wealth preservation planning for ultra high net worth clients. CA License #: 0772792. 32nd Floor Suite 3200 B. Securities, investment advisory and financial planning services offered through qualified registered representatives of MSI Financial Services, Inc. (also known as MetLife Securities, Inc. in som...

3

Policy Reviews : KAP Planning, Ltd

http://www.kapplanning.com/Policy-Reviews.2.htm

Life insurance is an important aspect of your financial picture in an ever-changing and fluid economy, but all too often insurance policies are purchased and then immediately filed away. Also changing over time are clients' goals and needs and an insurance policy should provide the flexibility to adapt. Reviewing insurance policies is a hallmark of our practice and we offer this service free of charge to not only our existing clients, but also to our advisor community and their clients, as well.

4

Steven Litner, CPA, ChFC®, CLU® : KAP Planning, Ltd

http://www.kapplanning.com/ecard.cfm?ID=64392

Steven Litner, CPA, ChFC , CLU. 32nd Floor Suite 3200 B. Steve has more than 30 years of experience in the financial services industry, focusing on wealth preservation planning for ultra high net worth clients. His financial background is anchored in his CPA training at Deloitte and Touche, managing audit operations for major health insurance clients. Prior to merging with KAP Planning, Steve was Founder and President of Livingston Financial Services. 32nd Floor Suite 3200 B. Securities, investment advis...

5

Who We Are : KAP Planning, Ltd

http://www.kapplanning.com/Who-We-Are.6.htm

The financial professionals of KAP Planning focus on the practice of insurance and wealth conservation planning to help enhance, protect and preserve wealth for high-net worth families and their businesses. Our Areas of Experience. Wealth transfer and estate planning. Tax-oriented life insurance planning. High net worth individuals. Referrals from leading planning professionals are the primary building blocks of our practice. They include:. Trust and estate attorneys. Private banks and trust companies.

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Estate Planning and Wealth Preservation Strategies. 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. We look forward to helping our clients take control of their financial future. KAP Planning, Ltd. 32nd Floor - Suite 3200 B. New York, NY 10166. 32nd Floor Suite 3200 B.

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