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Life’s Journey

The ups and downs, the trials and triumphs, opening doors and new adventures. We know what your wealth planning and investments are REALLY about. By focusing on what’s important, we can help you set and work toward your goals. No matter what life sends your way, we’re here to guide you.
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When Should I Evaluate My Finances?

Your goals, challenges, and outlook are going to shift as you move through life. Make sure you’re financially prepared for the changes ahead. It’s never too early or too late.

Starting Out

The biggest mistake many make is waiting to save and invest until it’s too late. It’s NEVER too early to plan and set goals. If you’re thinking of making your first investment decisions, come talk with us first. We’ll help you get started.

Changing Jobs

When you change jobs, what happens to the investments you’ve made to your 401(k) or TSP? If you’ve recently experienced a change in employment, we can review your options and help lay a new foundation.

Getting Married

Combining lives and families is a joyous occasion. We can help you examine your options and forge a new path in your lives together.

Having A Baby

Having a baby is a momentous occasion. It’s also the perfect time to evaluate your accounts and make sure you’re financially ready to accommodate your growing family—college isn’t that far away!

Losing A Loved One

Dealing with the estate and investments of a recently departed loved one can be confusing and overwhelming. We’re dedicated to helping you navigate this difficult time, giving you comfort knowing there's someone in your financial corner.

Getting Divorced

Don’t let separating finances be more stressful than it needs to be. Our Wealth Management Advisors can help you make the right decisions and plan a clean financial start.

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:

Background

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.

IN PERSON

Let’s sit down,
and start planning together.
MAKE APPOINTMENT NOW

OVER THE PHONE

Give us a call, Monday through Friday.


CALL 1-505-254-4363
*Tax services are not offered by Kirtland Financial Services, LPL Financial or affiliated advisors.
 

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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