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Jocelyn R. Kaplan, CFP®

Advisors Financial, Inc.

1029 N Stuart St
No 517
Arlington, VA 22201
Phone: (703) 883-0300
Fax: (703) 536-4742

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Household Income Minimum: $0
Investable Asset Minimum: $400,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Asset Allocation
  • Investment Management
  • Estate Planning
  • Mutual Funds
  • Insurance
  • Retirement
  • Long-term Care
  • Nontraditional Households
  • 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.