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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.
Get A Personalized Look

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.

In Person

Let’s sit down, and start planning together.

Over The Phone

Give us a call, Monday through Friday.

CALL (505) 254-4363

To access your investment account – click the button below. The login page for LPL will open in a new window.

If you have access issues, CONTACT KIRTLAND FINANCIAL SERVICES.

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