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Asset Preservation—Beyond Insurance

You work hard for your money and invest the best you can, but unforeseen circumstances can quickly change the direction of your overall financial plan. Protect your financial future with the right combination of the insurance and investment risk management. We can help with both.

Preserve Your Assets

Your investment strategy isn’t just about growth. The right strategy can also help you protect what you’ve earned.

Understanding Risk

We’ll help you understand the level of risk you are comfortable taking and align it with appropriate investment strategies in an effort to make your money work as hard as you do.

Why Diversify

Having the right mix of investments may help reduce your risk as they work toward your goals. We can help you determine the right mix of investments to properly diversify your portfolio.

The Right Approach

It’s all about balance. You can’t grow without taking risk, but taking too much risk could derail your plans. Since every situation and every family is different, we take a personalized approach to helping you find your balance.
“There is no guarantee that a diversified portfolio will enhance overall returns outperform a non-diversified portfolio. Diversification does not protect against market risk. Investing involves risks, including the loss of principal.”


Insurance Protection

You’ve worked hard for your nest egg. Protect it while you’re working and secure it for future generations with the right insurance.

Life Insurance

Protect what matters most and ensure your family will be taken care of in the event of an unexpected death.

Long-Term Care Insurance

Long-term care insurance can cover nursing facilities and other long-term care options to help minimize the impact on your financial goals.

Disability Insurance

Disability insurance can help provide continuous income in the event you are unable to work due to injury or sickness.

Our Services

No matter what stage of life you’re in or what kind of advice you need, clients of Kirtland Financial Services also receive:


Personalized Account Evaluations

Tax and Recordkeeping Advice*

Coordination of Third-Party Advisors

Facilitation of Family Financial Meetings

24-Hour Account Access

Educational Events

Start Today

Our Wealth Management Advisors are standing by to answer your questions and help you work toward your financial future.


Let’s sit down,
and start planning together.


Give us a call, Monday through Friday.

CALL 1-505-254-4363

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Kirtland Federal Credit Union and Kirtland Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Kirtland Financial Services, and may also be employees of Kirtland Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Kirtland Federal Credit Union or Kirtland Financial Services. Securities and insurances offered through LPL or its affiliates are:

Not NCUA Insured or Any Other Government  | No Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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