Lori Schulze, Financial Services Professional with Nylife Securities LLC

Lori Schulze, Financial Services Professional with Nylife Securities LLC Registered Representative offering securities products and services through NYLIFE Securities LLC I am not licensed in all jurisdictions.

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. I am an Agent licensed to sell insurance through New York Life Insurance Comp

any and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), a Licensed Insurance Agency and a New York Life Company. 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. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

2600 Network Blvd., Ste 130
Frisco, TX 75034
(214)926-6845

Your children will always come first. But you shouldn't have to risk your financial future in order to help them with th...
02/27/2026

Your children will always come first. But you shouldn't have to risk your financial future in order to help them with theirs. Reach out and I'll help you create a financial strategy that ensures a brighter future for both you and your child.

Here is how to help keep your Social Security number private in an age of aggressive cybercriminals.
02/26/2026

Here is how to help keep your Social Security number private in an age of aggressive cybercriminals.

Here is how to keep your Social Security number private in an age of aggressive cybercriminals.

Martin Luther King Jr. believed that everyone can be great because everyone can serve.On this MLK Day, we honor his lega...
01/19/2026

Martin Luther King Jr. believed that everyone can be great because everyone can serve.

On this MLK Day, we honor his legacy by recommitting ourselves to service, compassion, and making a meaningful difference in the lives of others—one family, one community at a time.

Let’s continue striving to build a more just and hopeful future together.

Wishing you a very happy New Year!
01/01/2026

Wishing you a very happy New Year!

Many people don’t realize they may have retirement plan accounts sitting untouched from a past job. The free U.S. DOL Re...
09/29/2025

Many people don’t realize they may have retirement plan accounts sitting untouched from a past job. The free U.S. DOL Retirement Savings Lost & Found site: https://bit.ly/4gIBOhs may help you find out. If it turns out that you are owed a retirement benefit, those funds can still be used to support your future. Let’s talk through your options, from rollovers to how these funds might fit into your bigger retirement picture.

09/19/2025

Thinking about retirement but unsure where to start? Lisa and Tom were in the same position. Despite being diligent savers in their 50s, they felt uncertain whether they'd saved enough to retire comfortably. Watch their story to see how they were able to gain clarity and create a strategy tailored to their goals. If you don’t feel confident about your retirement income, reach out today. Together, we can take the first step toward securing your future.

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If you’ve changed jobs over the years, you may have left behind a 401(k) or other retirement plan account. The U.S. DOL’...
09/18/2025

If you’ve changed jobs over the years, you may have left behind a 401(k) or other retirement plan account. The U.S. DOL’s Employee Benefits Security Administration has created a tool https://bit.ly/3KaOzVY to help you find it. If it turns out that you are owed a retirement benefit and want help reviewing or deciding what to do next with those funds, I’m here to walk you through your options.

Today we recognize the hard work and dedication of workers everywhere. Enjoy a well-deserved break!
09/01/2025

Today we recognize the hard work and dedication of workers everywhere. Enjoy a well-deserved break!

What have you done in the past that has paved the way for your success today?
08/05/2025

What have you done in the past that has paved the way for your success today?

Celebrating the spirit of freedom and unity this Independence Day. Wishing everyone a safe and joyful holiday!
07/04/2025

Celebrating the spirit of freedom and unity this Independence Day. Wishing everyone a safe and joyful holiday!

Today we celebrate Juneteenth by reflecting on the history, culture, and achievements of African Americans everywhere.
06/19/2025

Today we celebrate Juneteenth by reflecting on the history, culture, and achievements of African Americans everywhere.

Address

2600 Network Boulevard , Suite 130
Frisco, TX
75034

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