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About Us

Smith Kaplan Consulting, Ltd. was founded as a non fee-based consulting practice. Since then Smith Kaplan Consulting has earned the reputation of providing expert advice without charging any fees. The founders of Smith Kaplan Consulting, have combined, over 15 years of experience in estate planning, employee benefits consulting and risk management. Smith Kaplan Consulting helps with the design, implementation, communication and administration of estate plans, risk management and employee benefit programs. As a non fee-based consulting firm Smith Kaplan Consulting, Ltd. works with their clients to develop the best approach to solve each unique set of goals that a client may have. While this may include the placement of "products", Smith Kaplan Consulting is extremely effective at negotiating the very best arrangements. This is true for insurance related products, as well as retirement/ investment related products as all of our consultants hold the appropriate insurance and securities licenses. Smith Kaplan Consulting is a diversified company, however, it remains committed to providing the highest level of personal service and unbiased objective advice. "Doing the deal" is one of our core strengths. Whether we are able to use an exclusive Smith Kaplan Consulting product or whether we need to create a completely customized transaction we can execute your risk transfer requirements. We have superior broking capabilities around the world; we can use our buying power and excellent market and underwriter relationships to negotiate on behalf of our customers, with special access to markets for the placing of risks.

Smith Kaplan Consulting's diverse array of clients -- multinational corporations, public sector bodies, large and small organizations, and individuals around the world -- share one common characteristic, exposure to risk. They turn to us because we minimize that risk and because we do more than simply sell insurance.

We apply our wealth of knowledge and resources to advising our clients on the best ways for them to manage, finance and transfer risk. We identify and analyze the nature of our clients' risks, develop programs to control and reduce risk, advise on risk-retention methods and devise methods of transferring risk to insurance and other markets. Through this solutions-oriented approach, we will aim to fulfill our primary purpose: to help organizations and individuals survive and succeed through the effective management of their risk exposure.

Most important, we look at each client individually, crafting the solution that is best for them. With representation in New York, New Jersey, Connecticut, Florida and California we have the flexibility to provide personal, local service all over the United States. Call Smith Kaplan Consulting today to find out how to put our business to work for yours at 1-845-362-1261.

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