Our team approach offers a range of services to provide more benefits to our clients.
Go to Team MembersLPL Financial offers a wide range of investment services located at Kitsap Credit Union for access by their members.
Go to Products & ServicesOur resource center offers a spectrum of timely and informative articles that were written with you in mind.
Go to Resource CenterMuni bonds and tax-exempt funds have long been a mainstay in the portfolios of income-focused investors who want to manage their tax burdens.
This article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.
Being named as the executor of an estate is generally an honor but settling an estate can be a difficult and time-consuming job. This article provides an overview of typical executor responsibilities.
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
This calculator can help you determine whether you should consider converting to a Roth IRA.
This calculator can help you determine how soon you can pay off your mortgage.
Determine whether you should consider refinancing your mortgage.