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, holds FINRA Series 7 and 66 registrations, 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 Strategies¹
∙ Long Term Care Insurance
∙ Business Continuation & Estate
∙ Conservation Strategies¹
∙ Personal Financial Strategies
∙ Retirement Planning Strategies
∙ Life Insurance
∙ Disability Income Protection Insurance
Benjamin has continued his commitment to the financial services industry by obtaining the ChFC® designation from The American College. He has also qualified for Leaders Conference² for the past nine years. Ben and Danielle live in West Chester with their three children.
1. Neither MML Investors Services, LLC nor any of its subsidiaries, employees or representatives are authorized to give legal or tax advice. Consult your own personal attorney legal or tax counsel for advice on specific legal and tax matters.
2. Recognized by Massachusetts Mutual Life Insurance Company (MassMutual) based on prior calendar year sales. Recipients are agents of MassMutual.
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 FINRA Series 7, 63 and 66 registered, 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 Strategies¹
∙ 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 Strategies¹
∙ Long Term Care Planning
Steven has furthered his financial services education receiving a ChFC® designation from The American College. Steven and his wife Yvette live in Paoli with their two daughters.
1. Neither MML Investors Services, LLC nor any of its subsidiaries, employees or representatives are authorized to give legal or tax advice. Consult your own personal attorney legal or tax counsel for advice on specific legal and tax matters.
Adam C. Douglas, ChFC®
Financial Services Representative & Financial Advisor
Adam Douglas is a Financial Advisor, a graduate of Drexel University, and holds FINRA Series 6, 63 and 65 registrations, and has his Life, Accident and Health insurance license.
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 Strategies¹
∙ Personal Financial Strategies
∙ Retirement Planning Strategies
∙ Life Insurance Planning
∙ Disability insurance Planning
∙ Investment Planning
∙ Financial Projections
∙ College Education Funding Strategies
∙ Charitable Giving Strategies¹
∙ Long Term Care Planning
Adam has furthered his financial services education receiving a ChFC® designation from The American College. Adam lives with his wife and two children in Lansdale, PA and is a volunteer coach with the Towamencin Youth Association.
1. Neither MML Investors Services, LLC nor any of its subsidiaries, employees or representatives are authorized to give legal or tax advice. Consult your own personal attorney legal or tax counsel for advice on specific legal and tax matters.
