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
  • Market Summaries
    Newsletters
    • Quiz: How Much Do You Know about Social Security?
      You're probably covered under Social Security--according to the Social Security Administration, an estimated 165 million workers are*--but how much do you know about
    • 10 Basic Tax To-Dos for the Rest of 2014
      Here are 10 things to consider as you weigh potential tax moves between now and the end of the year.
    • What Is the Federal Reserve and What Does It Do?
      If you follow financial news, you've probably heard many references to "the Fed" along the lines of "the Fed did this or that," or "market watchers are wondering what
    • I just learned that my credit- and debit-card information was part of a data breach. What should I do?
      Now, more than ever, consumers are relying on the convenience of credit and debit cards to make everyday purchases, such as gas and groceries, and
    • I'm purchasing a new laptop. Should I also purchase an extended warranty to go along with it?
      If you've ever purchased an electronic device or major appliance, chances are you've been asked if you also wanted to purchase an extended warranty
        
    PreviousNext
    MEET OUR TEAM
    Click here to view our team members.
    Upcoming Events
    No upcoming events.
     
     
     

    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.