Your future is much greater than numbers on a spreadsheet.
That’s why, as a proven team with decades of combined experience, we work as one with the intent to provide much more than a typical financial planner.
In doing so, our founders, Ben Skupp & Steve Kaplan came together to combine their expertise and curate a team of proven and dedicated professionals that not only understand their unique process but seek to elevate it at every turn.
With an increased emphasis on coaching, planning, and support, our holistic approach establishes us as a diverse and cohesive financial planning solution to meet the needs of individuals, families and businesses.
We cannot wait for the opportunity to do the same for you.
Benjamin Skupp, ChFC®
Financial Services Representative & Financial Advisor
Benjamin Skupp is a Financial Planner. He is a graduate of West Chester University, is Series 7, 63 securities licensed, and has his Life, Accident and Health insurance license.
At Holistic Financial Planners, Benjamin is determined to providing his clients comfort and confidence in achieving their lifetime goals through financial coaching and planning. In doing so, his caring and focused approach helps him understand problems from all perspectives and find customized solutions to best serve his clientele. As a dedicated leader of his experienced team behind him, Benjamin is able to assist them in the following areas:
∙ Executive Compensation Plans
∙ Wealth Distribution / Tax Efficient Strategies
∙ Wealth Accumulation Strategies
∙ College Education Funding Strategies
∙ Charitable Giving Strategies*
∙ Long Term Care Insurance
∙ Business Continuation & Estate
Conservation Strategies*
∙ Personal Financial Strategies
∙ Retirement Planning Strategies
∙ Life Insurance
∙ Disability Income Protection Insurance
Benjamin has continued his commitment to the financial services industry by receiving his ChFC® from The American College, being a member of Leaders Association for the past nine years and has also been a qualifier for MDRT since 2006. Ben has also qualified as a Leaders, Masters, or Platinum advisor each year since 2006. Ben and Danielle live in West Chester with their three kids.
SteveN M. Kaplan, ChFC®
Financial Services Representative & Financial Advisor
Steven Kaplan is a Senior Financial Planner. He is a graduate of Pennsylvania State University, is series 7, 63, and 66 licensed, and has his Accident and Health Insurance license along with his Property and Casualty Insurance license.
At Holistic Financial Planners, Steven is completely dedicated to his client’s financial success. As a coach and planner, Steven helps clients bring clarity to their current financial picture and holds them accountable to make sure to help them achieve their financial goals. He is making sure they are living for the present without neglecting the future while being as efficient as possible. Steven focuses his energies in the following areas:
∙ Business Continuation & Estate Conservation Strategies*
∙ Personal Financial Strategies
∙ Retirement Planning Strategies
∙ Life Insurance Planning
∙ Disability insurance Planning
∙ Investment Planning
∙ Social Security Planning
∙ Financial Projections
∙ College Education Funding Strategies
∙ Charitable Giving Strategies*
∙ Long Term Care Planning
Steven has furthered his financial services education receiving a ChFC® designation from The American College. Steven has qualified as a Leaders, Masters, or Platinum advisor each year since 2008. Steven and his wife Yvette live in Paoli with their two daughters.
Adam C. Douglas, ChFC®
Financial Services Representative & Financial Advisor
Adam Douglas is a Financial Advisor, a graduate of Drexel University, and is series 6, 63, and 65 licensed.
At Holistic Financial Planners, Adam is completely dedicated to our clients’ financial success. In the role of operations manager, Adam helps in all aspects of our business including, case planning, application processing, and client service. Adam’s work allows us to help our clients bring clarity to their current financial picture and hold them accountable to help them achieve their financial goals. Adam focuses his energies in the following areas:
∙ Business Continuation & Estate Conservation Strategies*
∙ Personal Financial Strategies
∙ Retirement Planning Strategies
∙ Life Insurance Planning
∙ Disability insurance Planning
∙ Investment Planning
∙ Financial Projections
∙ College Education Funding Strategies
∙ Charitable Giving Strategies*
∙ Long Term Care Planning
Adam has furthered his financial services education receiving a ChFC® designation from The American College. Adam and his wife Ashley live in Harleysville.
