…
About KILCULLIN FINANCIAL LIFE PLANNING, LLC
KILCULLIN FINANCIAL LIFE PLANNING, LLC is a financial life planning firm that specializes in helping clients achieve their financial goals. The firm has been in business for 10 years and has a team of experienced advisors who are dedicated to providing personalized and comprehensive financial services to their clients. With a focus on long-term planning and support, KILCULLIN FINANCIAL LIFE PLANNING, LLC strives to build strong and lasting relationships with their clients.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial planning services tailored to each client’s individual goals and needs
- Offers comprehensive support throughout the planning and implementation process
- Values long-term relationships and strives to provide ongoing guidance and support
- Expertise in various areas of financial planning, including investment management, retirement planning, and risk management
Facts and Insights
KILCULLIN FINANCIAL LIFE PLANNING, LLC provides a range of financial services to help clients achieve their financial goals. This includes investment management, retirement planning, estate planning, education planning, and risk management, among others. Their experienced team of advisors has helped numerous clients successfully navigate their financial journeys and achieve financial success.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 5 | 10 years |
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Education planning
- Risk management
Client Types
KILCULLIN FINANCIAL LIFE PLANNING, LLC serves a diverse range of clients, including individuals, families, and small business owners. Their services are tailored to the specific needs and goals of each client, ensuring that they receive the best possible guidance and support on their financial journey.
Fees & Compensation
KILCULLIN FINANCIAL LIFE PLANNING, LLC operates on a fee-only basis, meaning they are compensated directly by their clients for the services they provide. This ensures that their recommendations are unbiased and in the best interest of their clients. The firm prides itself on transparency and will always disclose any fees or compensation to their clients upfront.
Background
KILCULLIN FINANCIAL LIFE PLANNING, LLC was founded by John Kilcullin, a highly experienced and knowledgeable financial advisor with over 25 years of experience in the industry. He is a Certified Financial Planner (CFP) and a Registered Investment Advisor (RIA), and has a passion for helping individuals and families achieve financial success and peace of mind.
Financial Advisor Disclosures to Know
KILCULLIN FINANCIAL LIFE PLANNING, LLC is committed to providing ethical and transparent services to their clients. As such, they have no legal or regulatory disclosures to report. They also have a clean disciplinary record and adhere to all industry standards and regulations.