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."

Videos

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

You can review interesting calculators on my site.
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Contact Us

Please feel free to contact us with any questions.
Contact Us

Newsletters

Cheaper Hearing Aids Are Coming to a Store Near You

Thanks to a recent regulatory shift, it’s now possible to buy an effective hearing aid without a medical exam or a prescription, potentially for a lot less money.

HOT TOPIC: ‘Tis the Season for Tax-Friendly Giving Strategies

Donating to charity can make a difference at any time of the year. But taking a strategic approach, possibly as part of your year-end tax planning, could offer tax benefits and potentially increase your ability to give. This article provides an overview of various tax-advantaged giving strategies.

Stretch IRA Alternatives

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

Business Owners: Should You Organize as an LLC?

Establishing an LLC creates a separate legal entity to help shield a business owner’s personal assets from lawsuits brought against the firm by customers or employees.

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Calculators

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

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Osaic Wealth Form CRS

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

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."