While Neponset Valley Financial Partners was established in February 1999, Clifford L. Caplan, the founder, had been providing financial services to individuals and businesses since 1978. As the financial planning industry emerged from the synergy of insurance, investments, and banking in the late-1970s and early-1980s, Cliff was an early entrant to this fledging field and was quickly recognized as an innovator in designing and implementing strategies that coordinated wealth accumulation and preservation objectives.
As a result of his experience and insights on various issues in the industry, Cliff's comments have been widely circulated in national publications. This exposure has greatly contributed to the widespread growth of the practice as we currently work with clients in 28 states.
Over the past few years, the practice has begun to shift into a new phase. With many family relationships spanning 30 years or longer, we are actively reaching out to the next generation to provide planning services geared to their specific needs. We relish the opportunity to work with all members of the family.
After working in New York for four years for a large investment firm, Cliff's son, Stephen, joined the practice last August to facilitate this agenda to work with multiple generations.
Our ultimate goal is to create a road map for our clients that provides them their best opportunity to achieve their financial goals.