The decisions you make today determine your financial future—and that's why you need an expert, trusted financial partner on your side. At Kilcullin Financial Life Planning, we take pride in being that partner.
Expertise and Experience
As a Certified Financial Planner™ firm, we provide authoritative answers and advice about everything from personal finance to investing to estate planning. Over nearly a decade, founder Lesley Kilcullin, MBA and CFP® has helped hundreds of clients make confident decisions and take control of their financial lives.
On Your Side
Financial companies always say they're on your side, but at Kilcullin Financial, our commitment is reflected in our firm structure. We are an independent Registered Investment Advisor (RIA)—meaning that we don't answer to a Wall Street firm with its own financial agenda. And we are fiduciaries, meaning that we are legally bound to put your interests ahead of our own.
Importantly, we only charge fees—never sales commissions. This eliminates any temptation to recommend an investment or financial solution based on what we'll be paid. Our advice is based purely on what we believe is best for our clients.
Our clients seek guidance to understand what steps they should be taking to create financial security. Their questions often include: “Can I afford to retire?” and “What should I be doing to get on track financially?” For some, it’s a complete financial plan and investment management. For others, it’s having an expert resource as they manage their own investments or handle other financial business. We provide the flexibility to give you the support and guidance you need, when you need it.
At Kilcullin Financial, we're focused not on what our clients can do for us, but what we can do for them. Our success as a firm grows directly from our commitment to help our clients succeed.