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1440 Rosecrans Ave.
Manhattan Beach, CA 90266

Kinecta Wealth Management

800.854.9846 ext.6

 
Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement

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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