Allan M. Kaplan is a principal at New Century Planners, LLC. His areas of expertise include:
- Wealth Transfer,
- Executive Compensation,
- Employee Benefits,
- Charitable Gifting
He represents the third generation of Kaplan’s providing continuous service to their clients in these areas.
In 1984, Allan joined his family’s firm, AKORP, becoming CEO and eventually sole shareholder. In 1995, to assure continuity and improved services to clients, AKORP, Inc. merged with Coordinated Financial Programming, to form New Century Planners, LLC. Both AKORP and Coordinated Financial Programming were the first Chicago firms invited to be members of the M Financial Group, one of the most premier insurance marketing consortium in the United States.
Allan and his wife live in Northfield and have four children. He is actively involved in the following organizations:
- Chicago Estate Planning Council (Member)
- Current Trustee – Village of Northfield
- Life Trustee of Lake Forest Academy