Where are you getting your financial advice? Newspapers? Magazines?
Web sites? Cable TV? While the financial media often provide
helpful information, they cannot take the place of an experienced
financial adviser who is familiar with your particular situation
and can offer personalized advice.



If you’re concerned about:

 




As a Financial Adviser with Eagle Strategies LLC, a Registered
Investment Adviser, I can provide you with a plan to help you
achieve your financial goals.



Please use my Web site as a resource, and do not hesitate to
contact me for additional information or to schedule a meeting.
Thank you for your interest.





Lori L. Kaplan is licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of Ohio, Michigan, and Indiana. No insurance business may be conducted outside these states referenced.


Lori L. Kaplan is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, 3601 Green Road, Suite 206, Beachwood, OH 44122, Member FINRA/SIPC, a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in the states of Ohio and Michigan. No offers may be made or accepted from any resident outside the specific states referenced.


Lori L. Kaplan is also separately registered as an investment adviser representative with Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the states of Ohio and Michigan. As such, these services are strictly intended for individuals residing in the specific states referenced.




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