Lori L. Kaplan, Financial Advisor with Eagle Strategies, LLC

Lori L. Kaplan, Financial Advisor with Eagle Strategies, LLC Financial Advisor offering investment advisory services through Eagle Strategies LLC. These testimonials are no guarantee of future performance or success.

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. In addition to a Financial Adviser offering investment advisory services thro

ugh Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.

6100 Oaktree Blvd., Suite 300, Independence, OH 44131. (216) 896-9985

Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions. CA ins lic . Registered branch address:
12823 Cherry Lane
Chesterland, OH 44026

You're ready to get serious about money. But what kind of goals are realistic and important at this stage in your life?
09/01/2026

You're ready to get serious about money. But what kind of goals are realistic and important at this stage in your life?

You're ready to get serious about money in your 30s. These five goals can set up your future, and there are ways to reach towards them.

08/27/2026
The Social Security decision for the higher earner in an age-gap marriage is tricky. Your claiming age could determine y...
08/25/2026

The Social Security decision for the higher earner in an age-gap marriage is tricky. Your claiming age could determine your widowed spouse's income for years.

I am honored to have qualified for New York Life's Executive Council for 2026. Looking forward to seeing my peers from ...
08/22/2026

I am honored to have qualified for New York Life's Executive Council for 2026.
Looking forward to seeing my peers from around the country at our business meeting this month.

The FIRE movement has evolved beyond early retirement. Learn how Coast FIRE, Barista FIRE and financial flexibility are ...
08/18/2026

The FIRE movement has evolved beyond early retirement. Learn how Coast FIRE, Barista FIRE and financial flexibility are reshaping retirement planning.

Early retirement isn't the only goal anymore. Here's how today's FIRE movement is shifting toward financial flexibility and making work optional.

As long-term care costs continue to rise, families may need to consider how care could affect savings, income, and suppo...
08/11/2026

As long-term care costs continue to rise, families may need to consider how care could affect savings, income, and support from loved ones. Starting the conversation early can make planning feel more manageable.
https://bit.ly/4gbzaBd

Searching for an affordable home in 2026? Here's what it costs to live in these ten 'affordable' states.
08/10/2026

Searching for an affordable home in 2026? Here's what it costs to live in these ten 'affordable' states.

Is big tech ruining the quiet retirement dream? From soaring electric bills to relentless noise, here is the hidden toll...
08/04/2026

Is big tech ruining the quiet retirement dream? From soaring electric bills to relentless noise, here is the hidden toll data centers are leaving on local communities.

Is AI ruining the quiet retirement dream? From soaring electricity bills to relentless noise, here is the toll that data centers are taking on local communities.

Many Gen Xers worry they haven't saved enough, but experts say there is still time to strengthen retirement finances.
07/28/2026

Many Gen Xers worry they haven't saved enough, but experts say there is still time to strengthen retirement finances.

Many Gen Xers worry they're behind on retirement savings. Learn why and discover practical ways to strengthen your financial future.

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Independence, OH
44131

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 12pm

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