Retirement- Kirtland Financial Services

Rest Confident, Your Money is Safe and Secure at Kirtland Credit Union, a message from our President & CEO. Learn More

We have engaged FORVIS, LLP (Attn: Jeff Rosno, 1801 California Street , Ste. 2900, Denver, CO 80202) to perform member verifications. Kindly compare the balance of your accounts on your December 2022 statement WITH YOUR RECORDS. If balances do not agree, please address your discrepancies directly to FORVIS, LLP. Include your name, truncated account number, and an explanation of the difference noted. A reply is not considered necessary unless a difference is noted.

All Kirtland CU branches and locations will be closed on Monday, January 20th in observance of Martin Luther King Jr. Day.

FRAUD ALERT: Have you received a text message asking to verify a fraudulent transaction? Do not click on that link or call the phone number on your text message. Scammers are using a variety of messages and techniques to gain access to your account. Learn how to protect yourself on our Fraud Awareness and Prevention Center.

If you may experience financial hardship related to the government shutdown, we’re here to help. Call 1.800.880.5328 or visit one of our branch locations for more information.

ROUTING NUMBER: 307070050

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.

Get Started

Approaching Retirement

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

get started

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.

Plan For You

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

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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:

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.

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

*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.

Kirtland Federal Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.

Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

LPL Financial Form CRS

CRPC®️ conferred by College for Financial Planning.

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Routing Number: 307070050

6440 Gibson Blvd. SE, Albuquerque, NM 87108

THIRD PARTY LINK DISCLOSURE: We may provide links to third party sites, independent from Kirtland Federal Credit Union. These links are provided only as a convenience. Kirtland Federal Credit Union does not manage the operation, content or any links contained inside of the website you are about to enter. The privacy and security policies of the site may differ from those of Kirtland Federal Credit Union.

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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