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About

Kagan Financial is a full-service financial planning agency offering comprehensive options for your personal and business needs. We have the experience and expertise to build a secure financial foundation that will help you achieve your long-term financial goals. Life is full of challenges—starting a family, buying a home, building a business, planning for college, entering retirement or creating a legacy your children and grandchildren. Kagan Financial has a comprehensive range of resources allowing us to develop a unique strategy for your financial goals, specific to your individual and business needs. We work with you, our clients, to build wealth from the ground up, while protect