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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
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    • What's Your Money Script?
      Money is power. A fool and his money are soon parted. A penny saved is a penny earned. Money is the root of all evil.
    • Deducting 2017 Property Losses from Your Taxes
      Hurricanes, wildfires, tornadoes, floods, earthquakes, winter storms, and other events often cause widespread damage to homes and other types of property. If you've
    • Don't Wait to Ask Aging Parents These Important Questions
      It's human nature to put off complicated or emotionally heavy tasks. Talking with aging parents about their finances, health, and overall well-being
    • Why is it important to factor inflation into retirement planning?
      Inflation is one of the key factors you will need to consider when planning for retirement. Not only will the cost of living rise while you're
    • Is a nursing home the only option for long-term care?
      If you or a loved one needs long-term care, other choices besides nursing home care may be available. Here are some of the other options.
        
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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.