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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
    • Playing Catch-Up with Your 401(k) or IRA
      A recent survey of baby boomers (ages 53 to 69) found that just 24% were confident they would have enough money to last throughout retirement. Forty-five percent had no
    • The Giving Season: Six Tips for Making Smart and Effective Charitable Donations This Holiday Season
      The holidays are a popular time for charitable donations. With so many charities to choose from, it's more important than ever to ensure
    • What It Means to Be a Financial Caregiver for Your Parents
      If you are the adult child of aging parents, you may find yourself in the position of someday having to assist them with handling their finances.
    • What should I evaluate when considering a new job offer?
      Today, few people stay with one employer until retirement. Instead, it's likely that at some point during your career, you'll be searching for a new
    • I received a new job offer but the salary is low. Should I make a counteroffer?
      Probably. Getting paid less than you should when starting a new job can affect not only your current paycheck but also your long-term
        
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    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.

     


    Check the background of this financial professional on FINRA's BrokerCheck.