How hard is your money working for you?
As a Kinecta Federal Credit Union member you have access to complimentary, no-obligation financial reviews to assess your long term savings and retirement plans.
For more than 20 years Kinecta Financial & Insurance Services (KFIS) – a wholly owned subsidiary of Kinecta – has provided members with comprehensive financial advice and wealth management services. Whether your goals are simple or complex, together we’ll develop a realistic plan that can help keep you on track toward a secure financial future. It’s time you took advantage of this valuable member benefit!
Whether you’re just starting out in the work force, planning for your child’s college fund or preparing to retire we can help guide you to make the most of your hard-earned income. Managing your finances is easier with a trusted professional by your side. We’ll take the time to learn about your individual needs and help you create a personalized strategy.
In addition to our complimentary, no-obligation financial review we offer a wide range of financial products and services to help you build a diversified portfolio of well-managed investments:
- Pre and Post Retirement Planning
- IRA’s and 401(k) Rollovers
- Tax Advantaged Savings and College Funding
- Current and Future Income
- Life Insurance, Extended Care and Wealth Transfer
We look forward to the opportunity to help you achieve your financial goals.
Schedule your complimentary financial review today with an LPL Financial Consultant at a Kinecta Member Service Center nearest you.
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Building wealth requires protection from the forces of wealth destruction.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
How to help determine life insurance needs to provide for your family after you pass away.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
What can be learned from the savings rate?
At what point can you call a personal vehicle commercial?
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Learn how to harness the power of compound interest for your investments.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Do you have causes that you want to support with donations? Here are three tips.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
All about how missing the best market days (or the worst!) might affect your portfolio.