Kugler Financial Services Network

PO Box 84827 Fairbanks AK 99708-4827

1488 Holy Cross Drive Fairbanks AK 99709

The street address is for FedEx/UPS deliveries only.
Please use the PO BOX for all (USPS) mail.

Phone:

907-374-3914

Fax:

907-374-3915

Joel Kugler
Financial Advisor
FSC Securities Corporatio

Our mission is to
direct clients in
making wise and appropriate
financial planning choices

Sunset over the Alaskan Range

"As a Financial Advisor, Joel fills many roles. That role depends on what a client needs in a specific situation: Trusted Advisor; Problem Solver; Planner; Catalyst; Coordinator; Consultant; Coach; Confidant;
Sounding Board; Financial Conscience; Teacher; Mentor; Friend."

Calculators

You can review interesting calculators on my site.
View Calculators

Flipbooks

You can review interesting Flipbooks on my site.
View Flipbooks

Videos

We have interesting videos for you to watch on my site.
View Videos

Newsletters

Consider a Bond Ladder for Rising Interest Rates

A bond ladder can help mitigate the effect of rising rates, generate income, and dampen the effects of stock market volatility. Learn more.

Is It Time to Buy an Electric Vehicle?

The electric-vehicle market is evolving quickly. This article offers some ideas to consider before purchasing an electric vehicle.

Stretch IRA Alternatives

The 2019 SECURE Act effectively eliminated the stretch IRA. Explore three alternatives to help preserve wealth and pass it to beneficiaries.

IRA Strategies: After-Tax Money and the Pro-Rata Rule

The pro-rata rule determines how much of a traditional IRA distribution is taxable. Read this article to learn how the rule is applied.

More Newsletters

Calculators

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

More Calculators

FSC Securities Form CRS

*Securities, insurance, and advisory services offered through FSC Securities Corporation,
member FINRA/SIPC. Additional insurance services offered through
Kugler Financial Services Network, which is not affiliated with
FSC Securities Corporation.
___________________________________________________________

Joel Kugler is registered for securities business in the states of Alaska, Arizona, California,
Colorado, Idaho, Indiana, Michigan, Minnesota, Missouri, North Carolina, Ohio,
South Carolina, Texas, Utah, Virginia and Washington.

He is licensed for insurance business in the states of
Alaska (#23358), California (#0784675), Idaho (#430036) and Washington (#814679)

IMPORTANT CONSUMER INFORMATION

A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities, law administrator.

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Check the background of this financial professional on FINRA's BrokerCheck

Check the background of this financial professional on FINRA's BrokerCheck

Joel Kugler Financial Advisor FSC Securities Corporatio	Our mission is to direct clients in making wise and appropriate financial planning choices	Sunset over the Alaskan Range
"As a Financial Advisor, Joel fills many roles. That role depends on what a client needs in a specific situation: Trusted Advisor; Problem Solver; Planner; Catalyst; Coordinator; Consultant; Coach; Confidant; Sounding Board; Financial Conscience; Teacher; Mentor; Friend."