KAP Planning Information

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. Licensed and registered to offer products and services in several states. Licenses and registrations will vary. Please contact this office for further information. I am a registered representative of and offer securities and investment advisory services and financial planning through MML Investors Services, LLC., member SIPC (www.sipc.org). KAP Planning is not a subsidiary or affiliate of MML Investors Services, LLC., or its affiliated companies. Supervisory address: 6 Corporate Drive, Shelton CT 06484. 203-513-6000