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Barry H. Kaplan, CFP®, EA

Cambridge Southern Financial Advisors

115 Perimeter Center Pl
Ste 1060
Atlanta, GA 30346
Phone: (770) 506-7377
Fax: (770) 506-7379

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Household Income Minimum: $0
Investable Asset Minimum: $1,000,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Asset Allocation
  • Career Change
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Irregular Income
  • Mutual Funds
  • Real Estate
  • Insurance
  • Retirement
  • Life Planning
  • Tangible Assets
  • Medical & Health Issues
  • Sudden Wealth
  • Personal Taxes
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.