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Best Financial Advisors in O'Fallon

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1001 Boardwalk Springs Place, Suite 111, O'Fallon, MO 63368
O'Fallon, MO 63368
  • Estate Planning

Kilcullin Financial Life Planning, LLC helps any clients around O'Fallon. It handles matters related to retirement and insurance planning, investment reviews, and pension option analysis. Its client-centered approach fosters transparency and communication in offering education about terminologies, options, and choices. Its process involves the discovery of goals, the design and implementation of a customized plan, and progress monitoring. Before founding the firm in 2014, Certified Financial Planner Lesley Kilcullin worked with Fiduciary Advisors, Inc. and the Conway Financial Group.

1001 Boardwalk Springs Place, Suite 111, O'Fallon, MO 63368
O'Fallon, MO 63368

Website(636) 459-0725

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Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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