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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
    • Government Report Details Household Finances
      Every three years, the Federal Reserve sponsors the Survey of Consumer Finances (SCF), which
    • The Standard Deduction and Itemized Deductions After Tax Reform
      The Tax Cut and Jobs Act substantially increased the standard deduction amounts for 2018 to 2025. It also eliminated or restricted many itemized
    • Four Points to Consider When Setting a Retirement Income Goal
      No matter what your age or stage of life, targeting a goal for monthly retirement income can seem like a daunting task. Following are four
    • What are some tips for creating a budget and sticking to it?
      It's a common problem for many individuals — wondering exactly where your paycheck goes each month. After paying expenses, such as your mortgage,
    • What are some strategies for paying off credit card debt?
      Nowadays, it's easier than ever to get caught up in the cycle of credit card debt. In fact, it's become a growing problem for many Americans.

    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.