“You miss 100% of the shots you don’t take.”
– Wayne Gretzky
Allan represents the third generation of Kaplan’s providing continuous service to their clients.
In 1984, Allan joined his family’s firm, AKORP, Inc. In 1995, to assure continuity and improved services to clients, AKORP, Inc. merged with Coordinated Financial Programming, to form New Century Planners, LLC. These were both the first Chicago firms invited to be members of the M Financial Group, the 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