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James Kirkland, AIF, President & Financial Advisor, Preferred Planning Associates

James Kirkland, AIF®
President and Financial Advisor
Preferred Planning Associates

Consistent with our mission to improve your financial condition, we are pleased to work with James Kirkland as your 

Financial Advisor!

James can provide financial services which will assist you in reaching your, or your business’s, long-term financial goals.

Services include:

  • Retirement Planning
  • Investment Planning
  • Estate Planning
  • Business Planning
  • Tax Strategies
  • Insurance Planning
  • Education Funding Planning
  • Employee Benefit Reviews

James Kirkland is fully qualified to help you achieve what is important to you.  This service is about providing you value: value of the expertise in evaluating your personal situation, and value in setting up a confidential, personal action plan to help achieve your financial objectives.*

We fully believe this is another step toward providing quality financial services for our most important asset, you!

James's main office is located at 3080 Ackerman Blvd, Suite 210, Kettering, OH  45429.  Schedule a no cost, confidential consultation by calling today 937-610-5595 or email:

Visit the Online Financial Center here.^

*Non-Deposit Investment Products: are not FDIC or NCUA insured; are not obligations of or guaranteed by the credit union; involve investment risk and may lose value. 

Securities offered through Cambridge Investment Research Inc., a broker/dealer, member
FINRA/SIPC.Investment advisory services offered through Cambridge Investment Research Advisors, Inc., a registered investment advisor. Cambridge Investment Research, Inc. and Standard Register Federal Credit Union are not affiliated. 

^This link redirects to a website that is not operated by Standard Register Federal Credit Union. Standard Register FCU is not responsible for the content or availability of linked sites.
Please be advised that Standard Register FCU does not represent either the third party or you, the member, if you enter into a transaction. Further, the privacy and security policies of the linked site may differ from those practiced by the credit union. 

Financial Planning Services

by James Kirkland