Where are you getting your financial advice? Newspapers? Magazines? Web sites? Cable TV? While the financial media often provide helpful information, they cannot take the place of an experienced financial adviser who is familiar with your particular situation and can offer personalized advice.









If you’re concerned about:
 

• Wealth preservation/Estate planning
• Business succession strategies
• Retirement planning
• Education funding
• Portfolio management *
• Risk Management

As a Financial Adviser with Eagle Strategies Corp., a Registered Investment Adviser, I can provide you with a plan to help you achieve your financial goals.

Please use my Web site as a resource, and do not hesitate to contact me for additional information or to schedule a meeting. Thank you for your interest. 




Yogesh Khatri is agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of WI, IL, IN, CA (CA Ins.Lic. #0B61892) and TX. No insurance business may be conducted outside this/these states referenced.

Yogesh Khatri is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency. In this regard, this communication is strictly intended for individuals residing in the states of CA, IL, IN and WI. No offers may be made or accepted from any resident outside the specific states referenced.

*Yogesh O. Khatri is also separately registered as an investment adviser representative with Eagle Strategies LLC., a Registered Investment Adviser, offering advisory services in the states of WI, IL. As such, these services are strictly intended for individuals residing in the specific states referenced.

Yogesh O. Khatri is licensed to offer mutual funds and variable products.  Market Watch information is provided for informational purposes and is not considered an offering for securities.
Y.K. Insurance & Financial Services is not owned or operated by NYLIFE Securities LLC or its affiliates.