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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
    • Mid-Year Planning: Tax Changes to Factor In
      The Tax Cuts and Jobs Act, passed in December of last year, fundamentally changes the federal tax landscape for both individuals and businesses. Many of the
    • Investing to Save Time Boosts Happiness Returns
      The more money you make, the more valuable you perceive your time to be — and the more time-strapped you may feel, according to University of British Columbia psychology
    • Marriage and Money: Taking a Team Approach to Retirement
      Now that it's fairly common for families to have two wage earners, many husbands and wives are accumulating assets in separate employer-sponsored
    • What is the employment situation report, and why is it important to investors?
      Each month, the Bureau of Labor Statistics publishes the Employment Situation Summary report based on information from the prior month. The data for
    • What is gross domestic product, and why is it important to investors?
      GDP, or gross domestic product, measures the value of goods and services produced by a nation's economy less the value of goods and services used in
        
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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.