The KIS Financial Story
Discover Our Evolution and Commitment to Your Financial Journey
Our Company Values
The future looks brighter when you’re more prepared. We’ll help you plan for what you expect to achieve in life — and any changes you may encounter along the way.
For those who are looking for financial advice, we realize the available options are many and deciding who to work with is a challenging problem. Listed below are our Company Values which we hope will give you a better understanding of how we operate.
Stewardship:
We understand that every person is valuable and should receive the respect and honor they deserve. In this industry, relationships matter. You and your family are our priority, and we’re here to help provide both with a better future.
Service:
We’re in the service industry, here to serve you professional guidance to help benefit your future and accomplish your goals. We will always be focused on pursuing business excellence.
Our Beliefs:
The integrity of our company is a staple in our business model. We believe the truth is important, and don’t waiver on our beliefs. Being a fiduciary agency means that the services we provide must be ethical and trustworthy, and place a higher value on other people and their needs over our own.
Communication:
Building a relationship with our clients means communicating with them. We believe that in order for our business relationship to reach the full potential, we must provide a frequent, timely, truthful & relevant form of communication.
Meet Neil Kaplan, Founder of KIS Financial
At KIS Financial, we believe financial freedom is about more than just money — it’s about confidence, peace of mind, and the ability to live life on your own terms.
I’m Neil Kaplan, and since founding KIS Financial over 20 years ago, I’ve been dedicated to helping individuals and families create secure, fulfilling financial futures. My wife, Faith, and I have shared adventures across more than 40 countries, and I’ve documented our travels through my passion for photography — a reminder of the importance of living a life you love.
With a focus on long-term relationships built on trust, clarity, and results, I work closely with my clients to:
- Build a strong financial foundation
- Fund education goals without added stress
- Maximize retirement income through smart, personalized strategies
Whether you’re saving for your children’s future or planning for retirement, I’m here to guide you with a plan tailored to your life and goals. Let’s build your future together.
