Advisor photo for Michael Kaplan

Michael Kaplan

CFP®, CRPC

Financial Advisor
CERTIFIED FINANCIAL PLANNER™ practitioner
A private wealth advisory practice of Ameriprise Financial Services, LLC
  • Market volatility

    Stay on track with your financial goals during changing market conditions.
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  • Personalized advice

    Your financial goals are unique to you. Learn how we can help you achieve them.
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  • Get to know us

    We are committed to helping our clients achieve their financial goals. Learn about our team.
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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Navigate the future with confidence

Markets may fluctuate, but personalized financial advice can help you stay focused on the long term. I take the time to understand you and your goals and provide advice to help you stay on track to reach them. If you’re ready to learn more, I’m ready to help. Let’s meet for an initial complimentary consultation.

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Featured insights

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Retirement discovery

Some questions about retirement are nearly universal. For example, will I have enough money to last my whole retirement? How will the ups and downs of the market impact my income after I retire? And what about inflation – will it eat up my retirement income?

If you’ve asked yourself these questions, it’s time for a visit to the Retirement InteractiveSM tool, where I encourage you to explore the “View Retirement Challenges”section. It will let you delve into important issues that could potentially affect your retirement income.

After you visit, contact me and we’ll talk about the things that concern you most – and solutions that could help you have a more confident retirement.