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We can meet In Person, by Video-Conference, or Phone.

We look forward to helping you with the next step of your individual financial plan.

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

Katelin Kalik
RFC®, CDFA®

BOOK MEETING

Nathan Martin

Nathan Martin
MS®

BOOK MEETING

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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, Idaho, Illinois, Indiana, Michigan, Minnesota, Mississippi, Missouri, North Dakota, Ohio, Oregon, Pennsylvania, South Carolina, South Dakota, Texas, Utah, Virginia, Washington, West Virginia, Wisconsin, and Wyoming Cambridge and LC Financial LLC are not affiliated.

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Contact Us

THANK YOU FOR VISITING OUR WEBSITE

To Best Serve Our Clients, We Are Limiting The Number of New Clients Each Month

Get Started TODAY To Ensure Availability!

Lori Crilley RFC®, CRC®, CPFA®

Katelin Kalik RFC®, CDFA®

Nathan Martin MS®

To Best Serve Our Clients, We Are Limiting
The Number of New Clients Each Month

Lori Crilley
RFC®, CRC®, CPFA®

Katelin Kalik
RFC®, CDFA®

Nathan Martin
MS®