Brian Kaplan, CFP | Source | Managing Director at Lenox Advisors
Brian Kaplan, CFP
Brian is the Managing Director at Lenox Advisors. He is responsible for working with both corporate clients –where he structures in-depth employee benefits and executive carve-out programs, and high net worth individual clients –where he provides comprehensive estate, insurance, and wealth management strategies. Prior to joining Lenox, Brian worked at J.P. Morgan. He holds a FINRA Series 6 and 63 Registration (Investment Company Products/Variable Contracts Limited Representative).
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All of these accounts should be invested in a portfolio that adjusts for the individual’s risk tolerance. I would recommend a target-date fund to keep it simple, which will be diversified and adjust along a glide path as one gets closer to retirement.
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Lenox Advisors (https://www.lenoxadvisors.com)
Managing Director