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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Retiring the 4% Rule
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Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to compare the future value of investments with different tax consequences.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator will help determine whether you should invest funds or pay down debt.
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Using smart management to get more of what you want and free up assets to invest.
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Investment tools and strategies that can enable you to pursue your retirement goals.
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There are some key concepts to understand when investing for retirement
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You’ve made investments your whole life. Work with us to help make the most of them.
Pundits say a lot of things about the markets. Let's see if you can keep up.
How does your ideal retirement differ from reality, and what can we do to better align the two?