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

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

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Independence, OH
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 through 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

10/27/2026

Estate planning tips on social media don't always contain misinformation, but what worked for one family may end up causing yours a whole heap of trouble.

10/20/2026

Not sure if you're ready for the next step? Consider these indications of retirement readiness and see if you're more prepared than you think.

10/13/2026

The data in NerdWallet's August Financial Resilience Index suggests that the majority of Americans' feeling that they're in control of their daily finances may be more felt than earned.

10/06/2026

The way retirement income is taxed can change depending on when assets are accessed and which accounts are used for income. Understanding these dynamics may help support more informed decisions over time.

If you'd like to discuss how taxes could affect your retirement income strategy, let’s schedule some time to talk.

09/29/2026

Many retirement plans focus on income and investments, but healthcare and extended care expenses are often overlooked. These costs can have a meaningful impact on long-term financial security.

Planning ahead may help you prepare for future healthcare-related needs and provide greater confidence in retirement. Reach out if you’d like to discuss how extended care planning fits into your overall strategy.

09/29/2026

Most inheritances won’t trigger a federal income tax bill. But what you inherit and what happens afterward mean other tax rules may come into play.

Most inheritances won’t trigger a federal income tax bill. But what you inherit and what happens afterward mean other tax rules could come into play.

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

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.

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.

Address

Independence, OH
44131

Opening Hours

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

Website

http://www.lorilkaplan.nylagents.com/

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