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Fee-only Financial Advisors and Certified Financial Planners in Fresno, CA.
Q.
Who are we?
A.
Fee-Only
Registered Investment Advisors.
Certified Financial Planners.
Retirement Consultants.
"Hi, we are Kerr Wealth Management in Fresno, CA. Kerr Wealth Management is a fee-only Registered Investment Advisor (RIA). Our Certified Financial Planners (CFP) and fee only advisors help people invest in their future, reduce taxes, save money and retire with confidence.
The customers we help happen to be successful small business owners, physicians, affluent, CEO's, farmers, teachers, nurses and retirees."
Start Your Plan Today
Featured Financial Planning Services
WHY PLAN AND INVEST WITH KERR WEALTH MANAGEMENT
About You
It's about you. Nothing is conflict free but as Certified Financial Planners (CFP) we do our best to help you where you need it the most. The old way, your advisor's broker dealer firm came first.
Planning & Advice
Retire on your terms! Proper financial planning can help you get a better idea of what your future might look like. The old way of doing business meant you had to buy a product first. Our way, we start with you first.
Straight Forward Investing
Keep it simple. After careful planning and a fee-only approach our Fresno, CA Certified Financial Planners (CFP) and investment advisors work as a team to manage your investment portfolio. A tailored investment approach, without charging commissions. The old way - you purchased a product from a broker and then you had to figure it out.
FINANCIAL PLANNING
Using a fee-only approach, our team of Certified Financial Planners (CFP) tailor holistic financial plans to our client's needs.
INVESTMENT MANAGEMENT
We are an independent investment advisory boutique, providing an actively managed method to portfolio management. With over 80 years of collective experience our investment management team is knowledgeable about market trends and the economy.
Our differentiated approach is based on what we call a fundamental and technical approach that helps us develop a tailored approach for you.
401(K) & RETIREMENT PLANS
Kerr Wealth Management can help your business implement and manage a qualified retirement plan including; 401(k), profit share, SIMPLE IRA's and SEP IRA plans. Together, our team can offer a retirement plan solution for your small business.
TAX PLANNING
Kerr Wealth Management takes a unique approach of incorporating your taxes into your financial plan, giving you a true holistic approach.
Personalized Wealth Management Services
Individual Solutions
Kerr Wealth Management specializes in holistic life-cycle financial planning and investment management. Holistic means we start by exploring what money represents to you and aligning your finances and investments with your life.
Business Solutions
Kerr Wealth provides strategic financial advice to small
business owners while helping them reduce organization slack, reduce tax and enhance the wealth of employees and owners. Together the advisors, accountants and risk managers at Kerr Wealth Management can help you with many areas of your business and personal finance.
"Our Clients Engage Us For Experienced Financial Advice"
Our Financial Planning Process
Gather Information
Establish Goals & Objectives
Analyze Your Situation
Develop a Plan
Implement Plan
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Tax-efficient coordination of investment assets across various types of accounts.
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Strategizing the ultimate backup retirement financing.
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Developing a plan that identifies a required rate of return on all investment assets.
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Identifying a required rent roll and cap rate on an investment rental property.
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How to minimize lifetime taxes through distributions of your taxable, tax-deferred, and tax-free accounts.
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Implementing the right withdrawal rates and RMD's during retirement.
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Multi-bucket Roth conversions to slash income taxes and minimize the widow tax.
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Knowing how they can retire, when they can retire, and if they actually have enough money.
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Understanding and planning for catastrophic long-term medical expenses.
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Strategizing the ultimate backup retirement financing.
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Social Security timing, delaying, and claiming decisions.
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And much, much more!
Monitor and Review Your Financial Plan
Easy ways to start saving for retirement...
Starting from just $1.00 in savings, if you saved $100 per month for just 10 years and earned 6.5%, you could have $16,842.23. Start saving today and you might be pleasantly surprised.
More About Us
Now that you know we are fee-only. What else should you know? Kerr Wealth Management is a Registered Investment Advisor (RIA). RIA stands for you. It also means we are registered directly with the state of California as a fiduciary investment advisory. What else? We are staffed with Certified Financial Planners (CFP) and Chartered Retirement Plan Counselors (CRPC) who have completed rigorous education requirements and adhere to the CFP Board of standards and ethics. This also means we do not work for a broker dealer or product provider. How does this help you? It means we do not have a sales quota or investment products. You pay us directly and we identify your goals first, then we talk investment solutions. The financial advisors at Kerr Wealth Management use a team approach to managing client portfolios which helps us keep more eyes on you and your money.
