Kern Schools' Wealth Management division is here to help you make sound financial decisions based upon your risk tolerance and investment timelines. Together, we'll develop a plan to assist you in reaching your financial goals. Below are just a few of the many services offered through LPL Financial KERN SCHODLS WEALTH MANAGEMENT- Investments and Insurance 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 e Stocks . Bonds . Mutual Funds . Tax Deferred Annuities Jim Hussey Director Of Wealth Management T (661) 833-7588. Jim.Hussey@ksfcu.org CA Insurance License #0E24250 Town & Country River Run Richard Ramos Financial Advisor(se Hable Espariop T (661) 833-7762 Richard.Ramos@ksfcu.org CA Insurance License #0F03683 Panama Mt, Vernon Buena Vista Delano Patrick Bailey Financial Advisor T (661) 833-7438. Patrick.Bailey@ksfcu.org CA Insurance License #OH69656 Schedule An Appointment Today! www.ksfcuinvestments.org (661) 833-7730 Ming Artisan Square Downtown Tehachapl Express Securites of red through LPL Finan member FINRA SI Insurance products offered through L L Financ or s i ens d aates em Schools Federal C dit Unon and Kern Schools Wealth Management Investment and Insurance Services are not rogistered brokenidealers and are not affliated with LP Financial. The investment products sold through LPL Finanial are not insured Kern Schools Federal Credit Uniorn deposits and are not NCUA insured. These products are not obligations of Kem Schools Federal Credit Union are not endorsed, recommended or guarantoed by Kem Schools Federal Credit Union or any government agoncy. The value of the investment may Suctuato, the return on the invostment is not guaranbood, and loss of principal is possible.