Kerr Wealth Management is a fee-only Financial Advisor, Retirement Consultant and Investment Manager.
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Kerr Wealth Management designs holistic financial plans and provides cost effective financial advisory, business retirement plans and asset management services in Fresno California. We help you plan and invest smarter with a fee-only approach.
WHY PLAN AND INVEST WITH KERR WEALTH MANAGEMENT
Planning & Advice
Retire on your terms. Using a professional approach we can help you with many life events, retirement planning, business advice and much more.
Fiduciary
Invest smarter. Fiduciary means we provide advice that is in your best interest, not ours.
No Commissions
Keep it simple. Kerr Wealth Management prides itself on being fee-only and not charging hidden fees or commissions. Using a straight forward fee-only approach you can plan and invest with confidence.
Financial Planning
Using a fee-only approach, we create holistic financial plans and provide a variety of individual and business consulting services. Always with you in mind our financial advisors will listen, plan and implement strategies without the conflict of investment product sales.
Investment Management
The advisors at Kerr Wealth Management listen, develop and implement custom strategies based on your unique objectives and concerns. Using a strategy based on your personal tolerance and risk helps us implement a portfolio that is in line with your financial plan and lifetime objectives.
401(K) & Retirement Plans
Kerr Wealth Management offers qualified retirement plans including 401(k), profit share, SIMPLE IRA's and SEP IRA plans. Together, our retirement team can offer a professional service at a value. Let Kerr Wealth Management be your complete and strategic retirement plan solution.
Retirement Planning
Deciding on when to retire is a big decision. The financial advisors at Kerr Wealth Management can help you make informed retirement decisions, establish a cash flow model and make your freedom years optional.
FINANCIAL ADVISORS ARE QUITE DIFFERENT AT KERR WEALTH MANAGEMENT
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It doesn't take long for clients to make the observation. In an industry filled with product sales and 800 numbers, we've taken on the role of fiduciaries.
Businesses and families hire us because they want a better financial advisor experience and a local touch without product sales, commissions or a cookie cutter approach. The foundation of our fiduciary responsibility to you is our independent, fee-only business model and not earning commissions from the sale of investment products.
Employer Solutions
Looking for an experienced fiduciary partner or financial advisor for your California business or company 401(K)? You've come to the right place! Employers throughout California hire us for investment decisions, 401(k) and retirement plans and business consulting. Kerr Wealth Management can also help your business plan for the future and manage various financial decisions with our Business Plan Enhancement Program, a comprehensive business plan that includes an initial assessment and on-going financial advice. With home base in Fresno, CA Kerr Wealth Management can be your strategic retirement partner anywhere in the golden state of California.
Individual Financial Advice and Retirement
Kerr Wealth Management and it's Financial Advisor's specialize 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.
Our Clients Engage Us For Experienced Financial Advice
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- Tax-efficient coordination of investment assets across various types of accounts.
- Strategizing the ultimate backup retirement financing.
- Developing a plan that identifies a required rate of return on all investment assets.
- Identifying a required rent roll and cap rate on an investment rental property.
- How to minimize lifetime taxes through distributions of your taxable, tax-deferred, and tax-free accounts.
- Implementing the right withdrawal rates and RMD's during retirement.
- Multi-bucket Roth conversions to slash income taxes and minimize the widow tax.
- Knowing how they can retire, when they can retire, and if they actually have enough money.
- Understanding and planning for catastrophic long-term medical expenses.
- Strategizing the ultimate backup retirement financing.
- Social Security timing, delaying, and claiming decisions.
- And much, much more!
Our Financial Planning Process
Need a Financial Plan? Choose from our flagship programs:
#1 The Comprehensive Program
The Comprehensive Program is our flagship service. Through the Comprehensive Program, we take your entire life - both financial and personal and put them into a beautifully crafted financial plan.
#2 The Retirement Zoomer
The Retirement Zoomer is a three hour financial planning "event." It's not as detailed as the Comprehensive Program, but it's far more robust and valuable than our hourly planning services.
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.
In the News
About Kerr Wealth Management
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Kerr Wealth Management is a fee-only Registered Investment Advisor (RIA) and retirement plan consultant centrally located in Fresno California. Wherever you are located in the the Golden State, Kerr Wealth Management makes it a point to provide a cost effective solution for financial planning, asset management and retirement plan administration.