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Joel Kugler
Financial Advisor
FSC Securities Corporation

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

"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."

Newsletters

A Financial Wellness Plan Can Help Pave the Road to Retirement

This article outlines four elements of financial well-being and offers suggestions to strengthen financial wellness.

Four Steps to Rebuilding Your Business

Small-business owners may need to think on their feet and visualize what a recovery might look like for their operations post COVID-19.

All-in-One Funds: Targeting Time or Risk?

This article discusses target-date funds and lifestyle funds, with the more common of the two based on time horizon rather than risk.

Mid-Year Is a Great Time to Fine-Tune Your Finances

The middle of the year is an ideal time to revisit financial resolutions and consider steps that may help develop a stronger financial position.

More Newsletters

Calculators

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

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.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

More Calculators

*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, California, Colorado,
Idaho, Indiana, Minnesota, 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

Kugler Financial Services Network

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Flipbooks

Videos

Calculators

Newsletters

A Financial Wellness Plan Can Help Pave the Road to Retirement

Four Steps to Rebuilding Your Business

All-in-One Funds: Targeting Time or Risk?

Mid-Year Is a Great Time to Fine-Tune Your Finances

Calculators

Required Minimum Distributions

Net Worth

Retirement Plan Early Distribution

LTCI Cost of Waiting

Joel Kugler Financial Advisor FSC Securities Corporation	Our mission is to direct clients in making wise and appropriate financial planning choices
"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."