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 * Home
 * About You►
   * About You
   * Pre-retirement Goals
   * 401(K) Assistance
   * Nearing Retirement
   * Loss of a Loved One
   * Faith-Based Planning
   * Business Services
 * About Our Team►
   * Team
   * Qualifications
   * Comprehensive Wealth Management Formula
   * Fiduciary Focus
   * Services
   * Blog and Important Articles
   * Partners
 * Events►
   * Events
   * Coffee With Us
   * Virtual Events
 * Client Center►
   * Client Center
   * CIR Statements
   * Wealthscape login
   * Book Appointment►
     * Book Appointment
     * Lori Crilley
     * Katelin Kalik
     * Krystie Burgess
     * Nathan Martin
   * Announcements
   * Risk Score Analysis
   * Video Library
   * Request A Quote
   * Tell A Friend
 * Contact

 * Home
 * About You
   * About You
   * Pre-retirement Goals
   * 401(K) Assistance
   * Nearing Retirement
   * Loss of a Loved One
   * Faith-Based Planning
   * Business Services
 * About Our Team
   * Team
   * Qualifications
   * Comprehensive Wealth Management Formula
   * Fiduciary Focus
   * Services
   * Blog and Important Articles
   * Partners
 * Events
   * Events
   * Coffee With Us
   * Virtual Events
 * Client Center
   * Client Center
   * CIR Statements
   * Wealthscape login
   * Book Appointment
     * Book Appointment
     * Lori Crilley
     * Katelin Kalik
     * Krystie Burgess
     * Nathan Martin
   * Announcements
   * Risk Score Analysis
   * Video Library
   * Request A Quote
   * Tell A Friend
 * Contact


LIFE CHANGING FINANCIAL SERVICE     (LC FINANCIAL LLC)

11201 N Tatum Blvd, #300 Phoenix, AZ 85028


PHONE:

 * Main & Text: (602) 354-3177


FAX:

 * 602-767-4131


E-MAIL:

 * lori@lcfinancialservice.com
 * katelin@lcfinancialservice.com
 * krystie@lcfinancialservice.com
 * nathan@lcfinancialservice.com

 * 
 * 

Annoucing: MONTHLY MARKET SUMMARY. 

Fiduciary Focus

CRC®, CPFA®, RFC®, CDFA®

Risk Score Analysis
 


ABOUT YOU AND YOUR INTERESTS

 


JUST STARTING OR PRE-RETIREMENT GOALS

LEARN MORE


OPTIMIZING YOUR TSP, 401(K),403(B),457

LEARN MORE


LOSS OF LOVED ONE NEW INHERITANCE

LEARN MORE


SOON TO BE OR ALREADY RETIRED

LEARN MORE


FAITH BASED INVESTING

LEARN MORE


BUSINESS OWNER SERVICES

LEARN MORE
 


WELCOME

Life Changing Financial Service is a Financial Services Firm committed to
helping you achieve your financial goals and change your life. With a long
history, continuity plan, and strong financials, we can assure you that we are
here for the long haul regardless of market ups and downs.

We make a difference in our client's lives by offering you trusted counsel, a
clear process and a complete goals based plan for the future. With our
Comprehensive Wealth Management Formula , you can rest easy knowing we follow a
Fiduciary Standard focused on your best interests, listening to your goals and
values, and providing you the comfort and clarity you need to prosper. Wealth
Management for our clients is a fully integrated and comprehensive system to
managing all their financial situations through all their life changing
situations.

Your circumstances are unique. Your values, your perspective and your family
situations are integral for building a successful foundation. We will help you
attain the goals that define you -- investing in accordance with your values,
reducing taxes, maintaining a family legacy, passing on your estate or business,
or endowing your favorite charities...


VIEW OUR SERVICES




 


COMPREHENSIVE WEALTH MANAGEMENT CLIENT RELATIONSHIP JOURNEY

1

 


GET IN TOUCH

Complete our initial meeting questionnaire ending with scheduling a meeting that
is convenient for you. This will help us make your meeting a valuable and
meaningful experience, addressing your concerns.

2

 


INITIAL MEETING

An initial consultative meeting explaining our methods and addressing your goals
and objectives. We believe you should be confident with your advisory
relationship, so there is no obligation to employ our services. However, we
CANNOT give specific advice until you are a client.

3

 


CARING CLIENT RELATIONSHIP INITIATION

Because we care and believe in transparency of what is expected and promised, we
begin our Caring Client Relationship Initiation with a Financial Planning
Engagement packet. This must be completed and signed BEFORE we can build your
Wealth Management Financial Plan.


4

 


WEALTH MANAGEMENT FINANCIAL PLAN PRESENTATION

Our initial goals-based financial plan presentation designed specifically for
you will walk you through your investments positions and our initial investment
consultation.  This will help you determine if you are on the road to reach your
goals and see where changes may be necessary.

5

 


ENGAGEMENT

In agreeing to this wealth management relationship, we will start our work to
implement your comprehensive Wealth Management Plan. We will work together with
you to put all the pieces in place for a successful ongoing relationship to help
you reach your goals.

6

 


ONGOING WEALTH MANAGEMENT RELATIONSHIP

The ongoing Client & Advisor Wealth Management Relationship is important to us.
We will be there with you during all the ups and downs and market volatility to
answer questions, offer reviews and adjustments as your financial goals change,
and draw closer. Check out our Comprehensive Wealth Management Formula

1


GET IN TOUCH

Complete our initial meeting questionnaire ending with scheduling a meeting that
is convenient for you. This will help us make your meeting a valuable and
meaningful experience, addressing your concerns.

2


INITIAL MEETING

An initial consultative meeting explaining our methods and addressing your goals
and objectives. We believe you should be confident with your advisory
relationship, so there is no obligation to employ our services. However, we
CANNOT give specific advice until you are a client.

3


CARING CLIENT RELATIONSHIP INITIATION

Because we care and believe in transparency of what is expected and promised, we
begin our Caring Client Relationship Initiation with a Financial Planning
Engagement packet. This must be completed and signed BEFORE we can build your
Wealth Management Financial Plan.

4


WEALTH MANAGEMENT FINANCIAL PLAN PRESENTATION

Our initial goals-based financial plan presentation designed specifically for
you will walk you through your investments positions and our initial investment
consultation.  This will help you determine if you are on the road to reach your
goals and see where changes may be necessary.

5


ENGAGEMENT

In agreeing to this wealth management relationship, we will start our work to
implement your comprehensive Wealth Management Plan. We will work together with
you to put all the pieces in place for a successful ongoing relationship to help
you reach your goals.

6


ONGOING WEALTH MANAGEMENT RELATIONSHIP

The ongoing Client & Advisor Wealth Management Relationship is important to us.
We will be there with you during all the ups and downs and market volatility to
answer questions, offer reviews and adjustments as your financial goals change,
and draw closer. Check out our Comprehensive Wealth Management Formula


ETHICS APPROVED

Always striving to maintain an ethical and fiduciary standard, team members,
Lori Crilley and Katelin Kalik who carry the RFC® designation are IARFC Ethics
Approved. Designated Members need to have a clean record for at least the
preceding five (5) years and pass the ethics exam bi-annually, in order to
qualify for the Ethics Approved Status.

MEET OUR TEAM


OUR PHILOSOPHY OF WEALTH MANAGEMENT


WM = IC + AP + RM


WEALTH MANAGEMENT = INVESTMENT CONSULTING + ADVANCED PLANNING + RELATIONSHIP
MANAGEMENT



LEARN MORE


TO BEST SERVE OUR CLIENTS, WE ARE LIMITING
THE NUMBER OF NEW CLIENTS EACH MONTH


GET STARTED TODAY TO ENSURE AVAILABILITY!

For your convenience we offer appointment online scheduling 24 hours a day.

LORI CRILLEY
RFC®, CRC®, CPFA®


BOOK MEETING

KATELIN KALIK
RFC®, CDFA®


BOOK MEETING


 

KRYSTIE BURGESS
CPFA®


BOOK MEETING

NATHAN MARTIN
MS®


BOOK MEETING




ADD US TO YOUR FAVORITES AS INFORMATION IS CONSTANTLY UPDATED.




FOLLOW US ON FACEBOOK AND LINKEDIN TO ENJOY OUR LATEST ARTICLES. OR CHECK OUT
OUR DAILY BLOG.


NEWSLETTERS


 * BEWARE OF THESE LIFE INSURANCE BENEFICIARY MISTAKES
   
   Naming a life insurance policy’s beneficiaries should be a relatively simple
   task, but there are some situations that can lead to unintended and adverse
   consequences.


 * ISM INDEXES WATCH FOR TROUBLE ON BOTH SIDES OF THE ECONOMY
   
   Two different Purchasing Managers Indexes are generally considered to be
   leading economic indicators that can help businesses and investors make more
   informed decisions.


 * JUST YOUR AVERAGE MILLIONAIRE
   
   The average net worth of U.S. families surpassed $1 million for the first
   time in 2022, but wealth levels vary greatly by age, housing status,
   education, and income.


 * HOT TOPIC: INTERNATIONAL INVESTING: THE DIVERGING FORTUNES OF CHINA AND JAPAN
   
   Investing Internationally can help increase portfolio diversification and
   provide access to opportunities that may differ from those in the United
   States.

More Newsletters »


CALCULATORS


 * IRA ELIGIBILITY
   
   Use this calculator to determine whether you qualify for the different types
   of IRAs.


 * REQUIRED MINIMUM DISTRIBUTIONS
   
   Estimate the annual required distribution from your traditional IRA or former
   employer's retirement plan after you turn age 73.


 * LIFE INSURANCE
   
   How much life insurance would you need to produce a sufficient income stream
   for your family?


 * ROTH IRA CONVERSION
   
   This calculator can help you determine whether you should consider converting
   to a Roth IRA.

More Calculators »


 

Privacy Policy

Investment Advisory Services offered through Independent Adviser Representatives
of Cambridge Investment Research Advisers, a Registered Investment Adviser
Securities offered through Registered Representatives of Cambridge Investment
Research, Inc., a broker-dealer, member FINRA/SIPC, to residents of: Alabama,
Alaska, Arizona, California, Colorado, Florida, Georgia, Hawaii, Idaho, Indiana,
Illinois, Iowa, Massachusetts, Michigan, Minnesota, Mississippi, Missouri,
Nevada, New York, North Carolina, North Dakota, Ohio, Oregon, Pennsylvania,
South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Washington, West
Virginia, and Wyoming Cambridge and LC Financial LLC are not affiliated.
 
 
Cambridge's Form CRS (Client Relationship Summary)
 
 * Site Map

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