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  • Term Life Insurance
  • Long Term Care Insurance
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  • Retirement Planning
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    • What to Do If Your Term Life Insurance Policy Is About to Expire
      One advantage of term life insurance is that it is generally the most cost-effective way to achieve the maximum life insurance protection
    • Infographic: Working in Retirement
      Content will appear in the future.
    • Take Charge of Your Student Debt Repayment Plan
      Outstanding student loan debt in the United States has tripled over the last decade, surpassing both auto and credit card debt to take second place behind housing debt
    • What are the new rules for 401(k) hardship withdrawals?
      The Bipartisan Budget Act passed in early 2018 relaxed some of the rules governing hardship withdrawals from 401(k)s and similar plans. Not all plans
    • Should I enroll in a health savings account?
      A health savings account (HSA) is a tax-advantaged account that you can establish and contribute to if you are enrolled in a high-deductible health plan (HDHP). Because
        
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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.