Lori Kane
Lori holds Series 6, 63, 65, 26 and SIE security licenses plus life and health licenses in Arizona, California, Colorado, Connecticut, Florida, Georgia, Maine, Massachusetts, Montana, New York, North Carolina, Rhode Island, Texas, and Virginia.
Understanding that the biggest obstacle to financial security for most people is their own behavior. Lori serves as a personal financial coach to clients, continually reinforcing positive financial behaviors. She advocates time-tested financial principles, including, disciplined long-term savings and investing, careful debt management and thoughtful insurance strategy to manage financial risk. Lori will work with you to establish specific, meaningful goals that are consistent with your values and then develop a personalized financial plan to guide your pursuit of those goals.
The Spouse of a United States Air Force veteran, Lori understands the challenges of military and civilians living overseas.
In her free time, Lori enjoys cooking, traveling and spending time with Family and friends.
First Command offers a comprehensive set of financial planning products and services, including banking, investments, insurance and retirement planning. More than 500 First Command Financial Advisors across the country and abroad are committed to the company’s Mission of “Coaching those who serve in their pursuit of financial security”.
- Comprehensive financial planning
- Investment strategies
- Retirement income planning
- Education funding solutions
- Asset allocation and management
- Insurance solutions
- Risk management
This webpage contains a testimonial from a Financial Advisor for First Command Financial Services, Inc. and/or its affiliated entities (together "First Command") regarding their District Advisor. It is shared solely for purposes of recruiting (i.e., to help you determine whether a career as a Financial Advisor is a good fit for you). It is not intended to be an advertisement for First Command's products or services. The testimonial was provided by the Financial Advisor on a strictly voluntary basis. First Command has not paid any compensation to the Financial Advisor for the testimonial; however, the Financial Advisor is a paid employee or independent contractor of First Command and is supervised by the District Advisor with respect to their day to day activities. The testimonial may not be representative of the experience of other First Command Financial Advisors and is no guarantee of future performance or success. First Command does not discriminate in the recruiting of Financial Advisors on the basis of race, color, religion, national origin, sex, marital status, disability, age or veteran status. No information solicited by First Command from you is intended to be used in a discriminatory manner. All information provided by you will be reviewed carefully, but the receipt of an Advisor application or other information does not imply that you will be offered the opportunity to enter into a Financial Advisor/Agent Agreement with First Command.