EXPLORE POSSIBILITIES OF INVESTMENT INTERESTS

 

PRE-RETIREMENT GOALS

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NEARING RETIREMENT

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BUSINESS SERVICES

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WELCOME TO LIFE CHANGING FINANCIAL SERVICE

We are a financial firm committed to helping you achieve your financial goals and change your life. With a long track history, continuity plan and strong financials, you can be assured that we are here for the long haul regardless of market ups and downs. 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.

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Financial Planning Services

WHO WE ARE

Lori Crilley

Registered Financial Consultant®
Certified Retirement Counselor®
FINRA Broker Check
SEC Record
Advisory Brochure

Katelin Kalik

Katelin Kalik

Certified Divorce Financial Analyst®
 
FINRA Broker Check
SEC Record
Advisory Brochure

OUR PROCESS

We are here as a lighthouse showing you the way through your 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 this video.

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 focus to only act in your best interest.

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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

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