Lori A Hagy, QPFC

Our relationship begins with learning more about you. I take the time to fully understand you and your family by evaluating financial needs and investment preferences. I consider all of your challenges, goals, and aspirations when building your financial picture.

Using your life goals as my compass, I create a risk-balanced strategy which maps a clear path to achieving your success. My strategy incorporates your investment objectives, timeline, cash requirements and risk tolerance.

I apply extensive research and analysis, and also utilize Morgan Stanley's full suite of resources, to ensure swift decisive action in all market scenarios.

I create a personalized agenda for each meeting. I check in with you to deliver metrics around your portfolio, and ultimately measure trajectory towards your goals. My ultimate mission is your success and well-being.

Welcoming a child into the family is a joyous occasion for everyone. As your Financial Advisor I understand my critical role in helping you plan and prepare for the financial components that a new child introduces into your lives—everything from planning for the costs associated with birth, adoption or surrogacy; anticipating unexpected medical expenses; understanding gifting requirements; preparing for child care and planning for educational expenses.

Education is a major investment and expense—one that often requires years of careful, advanced planning. As educational costs continue to rise—from primary education through undergraduate, graduate and professional schools— I can help you approach the range of educational expenses, such as tuition, extension programs and advanced professional training, with appropriate funding strategies for their particular situations.

There are few events more exciting than when you decide to align your life with the person you love. One of the most important conversation before tying the knot is money—how you'll make it, save it, spend it and invest it. In addition, helping fund an adult child’s wedding is a goal for many parents (and grandparents). I can play an important role in helping you plan for these milestones.

Divorcing a spouse can be a difficult ordeal, with repercussions to your emotional and financial well-being. Although divorce is seldom easy, I can help you prepare for it, which will help you feel more in control and better equipped to make informed, confident decisions about your financial futures. I will help you regain your footing and move forward with confidence in your new life.

Time can be one of the most powerful tools in a retirement savings plan, allowing you to potentially build a healthy nest egg even if, when starting out, you are only able to save small amounts. Over time, the effects of compounding coupled with consistent contributions to a retirement account can help turn even small deposits into a significant balance.

Dealing with death is never easy. Aside from coping with the loss of a loved one, legal matters also require immediate attention, including administration of your estate. Though it may be hard to talk about estate planning because of the heartache, addressing it promptly is crucial to saving both time and money, and minimizing family conflict or confusion.

Morgan Stanley Online (MSO) has a variety of features beyond viewing your account balance and activity. Features include paperless documents, bill pay and secure account management.

The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.

With this service, you can view all your investments together – whether they are held at Morgan Stanley or elsewhere. When you add your external 401(k), as well as your checking, savings and brokerage accounts to this portal, all your assets will be in one place, providing a current and comprehensive view of your wealth.

With perspectives on the forces shaping the market, Mike Wilson, Chief Investment Officer and Chief US Equity Strategist for Morgan Stanley, and his colleagues discuss a variety of viewpoints regarding the latest trends in the financial marketplace.

This document outlines the 2025 tax rate schedule, education and health savings account limits, retirement contribution and deduction limits, among other information.

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