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  • Term Life Insurance
  • Long Term Care Insurance
  • Financial Planning
  • Retirement Planning
  • 403b Solutions
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  • Wealth Accumulation and Preservation Strategies
  • Stocks
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    Market Summaries
    Newsletters
    • Questions to Ask Before Buying That Thing You've Always Wanted
      Even if you're generally comfortable with your finances, you may occasionally worry about how much you're spending, especially if you consistently
    • Demographic Dilemma: Is America's Aging Population Slowing Down the Economy?
      It's no secret that the demographic profile of the United States is growing older at a rapid pace. While the U.S. population is projected to grow
    • It's Time for Baby Boomer RMDs!
      In 2016, the first wave of baby boomers turned 70½, and many more reach that milestone in 2017 and 2018. What's so special about 70½? That's the age when you must begin
    • What can I learn from looking back on my financial situation in 2017?
      If your financial plan for 2017 didn't work out the way you wanted it to, don't beat yourself up. Instead, ask yourself the following questions to
    • What financial resolutions should I consider making as I look ahead to 2018?
      A new year is right around the corner, bringing with it a fresh start for you and your finances. What will you do this year to help improve your
        
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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.