Financial Planning

At Kilcullin Financial Life Planning, we know from experience that planning is the key to achieving.

Whether it’s a specific goal such as eliminating debt or buying a second home, or a broad goal such as achieving lifetime financial security, we create the plan that helps turn it to reality. Our services include:

  • Cash flow and budget planning
  • Retirement planning and preparation
  • Investment review and recommendations
  • Retirement plan rollovers
  • Pension option analysis
  • Investment account consolidation
  • College savings
  • Insurance planning

As a Certified Financial Planner firm, we have the experience and expertise to develop a custom-tailored plan for your needs. And as an independent, fiduciary firm, we provide advice that is in your best interests, without ever pushing any product or solution.