11201 N Tatum Blvd, #300
Phoenix, AZ 85028
Phone:
Main & Text: (602) 354-3177
Fax:
602-767-4131
E-mail:
Annoucing: MONTHLY MARKET SUMMARY.
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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...
COMPREHENSIVE WEALTH MANAGEMENT CLIENT RELATIONSHIP JOURNEY
1
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.
To Best Serve Our Clients, We Work As A Team And Are Accepting New Clients Each Month
Get Started TODAY!
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These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.