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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
    • Four Ways to Double the Power of Your Tax Refund
      The IRS expects that more than 70% of taxpayers will receive a refund in 2017.ยน What you do with a tax refund is up to you, but here are some ideas that may make your
    • Converting Retirement Savings to Retirement Income
      You've been saving diligently for years, and now it's time to think about how to convert the money in your traditional 401(k)s (or similar workplace savings plans) into
    • Spring Cleaning Your Finances
      The arrival of spring often signifies a time of renewal, a reminder to dust off the cobwebs and get rid of the dirt and grime that have built up throughout the
    • What are bond ratings?
      Bond ratings are an essential tool when considering fixed-income investments. Ratings provide a professional assessment of credit risk, or the risk of default, which can
    • What bond ratings do agencies use?
      Bond rating agencies typically use similar scales, and it may be helpful to understand how to compare ratings from multiple agencies.
        
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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.