About Kaplan Financial ConsultingKaplan Financial Consulting, Inc. (KFCI) is an Illinois corporation established in October, 1996. Its president and owner, Daniel Kaplan, has spent his career in the public financial markets, having worked as an independent financial advisor, investment banker and research analyst.
KFCI was founded on the belief that every financial engagement is important and involves for each client a unique mix of fiscal and economic constraints, state and federal law, rating agency criteria and financial market conditions. Clients have a range of alternatives: one solution does not fit all.
Kaplan Financial Consulting, Inc. believes that the role of the financial advisor is to work with the client and other financing team professionals to evaluate these alternatives and determine in each situation what, works best. “Cookie cutter” approaches may save time and money, but will deprive issuers of significant, one-time opportunities. KFCI’s advice is tailored to the unique circumstances and objectives of each client’s situation.
Core Principles - Higher Level of Engagement
- Integrity
- Independence
- Customized Solutions
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