Financial Planning • Investment Strategy • Free Consultation

The investment climate has never been more exciting or more challenging than it is today.

To take advantage of all available opportunities, investors need two things: an understanding of which investment products are most appropriate for their situation and a relationship with a trustworthy representative who has a clear understanding of their needs.

By keeping clients' objectives in focus, staying in contact with them throughout all market conditions and making investment adjustments as economic or lifestyle conditions warrant, Kitsap Financial Services maintains a constant commitment to putting service first.

Our full-service financial consultants offer clients an assortment of quality, non-proprietary investment choices. Our products and services include:

Tax-advantaged investing - to reduce your tax liability and let more of your money work for you.

Retirement planning - to design an investment strategy to help you meet all of your retirement goals.

Estate planning - for preservation of wealth from generation to generation.

Mutual funds - for diversification and professional management.

Strategic Asset Management (SAM) - providing you with fee-based asset management through LPL Financial, a Registered Investment Adviser. Access to over 3,500 mutual funds, as well as individual stocks and bonds.

Variable and fixed annuities - for tax-deferred growth potential.

If you would like any further information about these topics, or other areas of investing, please don't hesitate to contact us. We can help you make sense of today's investment climate.

Our Representatives
Jon Schultz CFP Registered Principal, LPL Financial (360) 662-2189	Vern "Ed" Barg Investment Advisor Representative, LPL Financial (360) 662-2194

Securities offered through LPL Financial
Member FINRA/SIPC

Not NCUA Insured

No Credit Union Guarantee

May lose value