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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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    • Dividend Investing: Small Payments Can Boost Returns
      Owning shares of stock or stock funds might increase the value of your portfolio in one of two fundamental ways: capital appreciation (i.e.,
    • Quiz: Can You Answer These Social Security Benefit Questions?
      Most people will receive Social Security benefits at some point in their lifetimes, but how much do you know about this important source of income?
    • The College Landscape After Tax Reform
      College students and their parents dodged a major bullet with the Tax Cuts and Jobs Act of 2017. Initial drafts of the bill included the elimination of Coverdell
    • What are the gift and estate tax rules after tax reform?
      The Tax Cuts and Jobs Act, signed into law in December 2017, approximately doubled the federal gift and estate tax basic exclusion amount to $11.18
    • How has tax reform affected the generation-skipping transfer tax?
      The Tax Cuts and Jobs Act, signed into law in December 2017, doubled the federal generation-skipping transfer (GST) tax exemption to $11.18 million
        
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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.