*Securities and investment advisory services offered through FSC Securities

 

OUR FIRM

Our strengths at Kugler Financial Services Network are in the areas of financial planning*, asset management and assisting people with systematic investing*. We also help clients with life insurance, disability insurance, long term care (in some states), retirement strategies, retirement rollovers, company retirement plans, funding education* and more. Additionally, we do financial seminars by request.

We believe, clients benefit from a professional network and a team approach. Interaction with other financial professionals and companies is used to acquire additional perspectives and to draw on key expertise to solve problems and to generate quality recommendations.

Trying to be a good money manager can often be complicated and confusing. In today’s financial world there are probably no perfect choices, but there can be several wise and appropriate choices and it is our business at Kugler Financial Services Network to direct clients to those.

As a Financial Advisor with FSC, 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; Friend.

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