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Planning For Retirement

Whether you’re 40 years away or 4 years away, there’s never a bad time to start planning for your next phase of life.
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Approaching Retirement

If you’re less than 2 years from retirement, now is the time to finalize your plan.
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Living In Retirement

Have you already retired? Make plans to keep your money flowing (and even growing!) so you can get the most out of your retirement years.
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Retirement Planning

Making the right plan now can help you pursue your goals down the road.

 

 

Plan Early

If you’re just starting your career, you are in the perfect position to chart a path to the retirement you want. Making the right decisions now can help you live the lifestyle you’ve dreamed of.

Plan Often

Are you on track to pursue your goals? Tracking your investments and readjusting your path are essential to reaching your goals.

Plan For You

Our Wealth Management Advisors will work closely with you and your family to provide individualized, objective, and trusted guidance for all your retirement planning needs.


 
Come see us! REQUEST APPOINTMENT


Living In Retirement

Strive to maximize your income in retirement with proper planning now.

Creating Income In Retirement

Financial planning for retirement doesn’t stop after the retirement party. Based on the planning you’ve already done, there are steps you can take to help maintain your level of income (or even grow it!) during your retirement years. And if your situation changes, we’ll help you plan that new path, too.

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

Your financial planning tips, tricks, and knowledge are waiting at the Kirtland FCU Insighter Blog. EXPLORE NOW

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 offered through LPL Financial. A registered investment advisor. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates.​
Not NCUA Insured | No Credit Union Guarantee | May Lose Value
Kirtland Federal Credit Union and Kirtland Financial Services are not registered broker/dealers and are not affiliated with LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, FL, IL, NE, NM, OH, OK, PA, and TX.