hero-image

Life Changing Financial Service -- LC FINANCIAL LLC

7950 E Acoma Dr #111
Scottsdale, AZ 85260
Phone:
  • Branch Office & Texting (602) 354-3177
Fax:
  • (866) 595-2165 Cell - direct (602) 799-5889

Planning For Your Financial Goals

To answer your pre-retirement, College Savings and other financial questions.

Planning For Your Financial Goals

Business Owner Financial Planning

Are you a business owner and have unique questions about, employer retirement plans, business risks and succession planning?

Business Owner Financial Planning

Nearing or In Retirement

We can help with the questions that come up within 5-10 years of retirement and/or in retirement.

Within 5-10 Years of Retirement or in Retirement?

Helping You Navigate Your Financial Journey

 

             GET STARTED - No Hassle Appointment Scheduling For Your Convenience

    

             Client Account Access

    

Lori Crilley, Certified Retirement Counselor® And Katelin Kalik, Certified Divorce Financial Analyst®

Katelin Kalik

Welcome to  Life Changing Financial Service -- LC Financial LLC, a financial firm committed to helping you achieve your financial goals and change your life.  

Life Changing Financial follows a Fiduciary Standard because we take your trust seriously by always putting your best interest first. We have programs and expertise to help you through all of your life changing situations.

Financial Planning Services 

 

Lori Crilley's FINRA Broker Check  : SEC Record : Advisory Brochure 
Katelin Kalik's FINRA Broker Check : SEC Record : Advisory Brochure

We are here as a lighthouse showing you the way through the journey of financial planning. Each phase has its own steps and our goal is to help you build a strong financial house.  By taking each step to secure that your financial future is on firm footing, we strive to educate you in our financial process as described in the video below.

 

 

As Financial Advisors, we are here to help you make well-informed decisions about your financial planning, budgeting, college and retirement savings goals. We help you define and reach goals by providing sound financial guidance. Our top priority is to always adhere to our fiduciary role of only acting in your best interest.

Whether you are just in the early stages of financial planning, within 5-10 years of retirement, in retirement or are a business owner looking for advice. There are great resources and videos in our video library to answer some basic financial questions.

Add us to your favorites as information is constantly updated. 

Thumbs Up on Facebook 1.0 Follow us on Facebook and Linked In to enjoy our latest articles.

We invite you to take advantage of our complimentary financial consultation, where you can get answers regarding your finances and information on how to get started on your financial journey.

To Best Serve Our Clients We Are Limited To Only  5 New Clients A Month.
Get Started TODAY To Ensure Availability!

 

 

             GET STARTED - No Hassle Appointment Scheduling For Your Convenience

    

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck