Our Services
  • Term Life Insurance
  • Long Term Care Insurance
  • Financial Planning
  • Retirement Planning
  • 403b Solutions
  • College Planning
  • Investment Advice
  • Brokered CD's
  • Tax Advantage Strategies
  • Wealth Accumulation and Preservation Strategies
  • Stocks
  • Bonds
  • Mutual Funds
  • Tax Deferred Annuities
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    Market Summaries
    Newsletters
    • Saving or Investing: Is There a Difference?
      Financially speaking, the terms "saving" and "investing" are often used interchangeably. But the concepts behind these terms actually have some important differences.
    • Investor, Know Thyself: How Your Biases Can Affect Investment Decisions
      Traditional economic models are based on a simple premise: people make rational financial decisions that are designed to maximize their economic
    • Open Enrollment Season Is Here: Give Your Benefits a Check Up
      Open enrollment season is your annual opportunity to review your employer-provided benefit options and make elections for the upcoming plan year.
    • Do I have to pay an additional tax on investment income?
      You might, depending on a few important factors.
    • How can I manage the net investment income tax?
      If you are subject to the 3.8% net investment income tax, there are strategies that may help you manage that tax. The tax is applied to the lesser of your net
        
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    Upcoming Events
    • Social Security Workshop
      Tuesday, November 18, 2014
      6:00 PM - 7:30 PM
        
     
     
     

    Securities offered through LPL Financial, member FINRA/SIPC.  Insurance products offered through LPL Financial or its licensed affiliates. Kern Schools Federal Credit Union and Kern Schools Wealth Management are not registered broker/dealers and are not affiliated with LPL Financial.

    Investment Advisory Services offered through LPL Financial, a Registered Investment Advisor

    The investment products sold through LPL Financial are not insured Kern Schools Federal Credit Union deposits and are not NCUA insured. These products are not obligations of the Kern Schools Federal Credit Union and are not endorsed, recommended or guaranteed by Kern Schools Federal Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.