"Deciding to sell your business and retire are some of the biggest and most impactful decisions you'll make in your life. Financial planning, changes in lifestyle as well as family considerations are just a few of the challenges you'll face. Fortunately,I had Kaplin Hampson Associates to help me navigate it all. Earl Kaplin was always there for me with valuable personal and financial counsel, while Olivier Brasseur managed the details and finessed my portfolio, and Jeremy Hampson provided invaluable guidance for my insurance needs. I cannot thank them enough and can confidently recommend them to anyone contemplating a big "life changing" event such as retirement.
Jay Goldman, CEO (retired), client since 2010
 

"Earl Kaplin has been a guide, coach and confidante during good times and harder times through respectful, shared communication. I greatly appreciate and value his knowledge, experience and sensitivity in providing personalized advice to advance my portfolio or to address my changing needs."  
Cynthia Finklelstein Perlman, Professor, client since 2010

"Jeremy Hampson checks in with me and responds to my concerns regularly. His diligence and professionalism are exemplary." 
Dr Derek da Costa, Pediatrician and Business owner client since 2018

"Always great service, communication and support."
Jane Preville, Executive (retired), client since 1986

"I have complete confidence in my advisor"
Susan Carsley, Artist and Business Owner, client since 1993



 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Tarina Wagchal, President and Founder, client since  
Robert Gosset, Notary, client since 2000