top of page

Request an appointment

Tell us a little bit about the services that interest you and when you'll be available. Initial meetings usually take 20-30 minutes and can done on the phone, in-person, or via video conference 

Thanks for submitting!

LPL Enterprise Form CRS

Securities and investment advisory services offered through LPL Enterprise (LPLE), a Registered Investment Advisor, Member FINRA/SIPC, and an affiliate of LPL Financial.

LPLE and LPL Financial are not affiliated with Kirkland Financial Planning

The LPL Enterprise registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Check the background of investment professional associated with this site on FINRA's BrokerCheck.

©2025 by Kirkland Financial Planning

bottom of page