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Cheerful Business Meeting

Fresno, CA Fee-only financial advisors making your goals real.

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What can we offer you?

A.

Unbiased financial advice.

A fiduciary relationship.

Fee-only investment services.

Q.

SCHEDULE A WEALTH

BUILDING SESSION

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Our Advisors help you with

Stocks on a Screen
INVESTING

Capitalizing on our modern investment capabilities

Man Fishing
RETIREMENT 

Plan for your ideal retirement lifestyle

In a Meeting
PLANNING

Designing your financial roadmap

Develop your investment approach

Implement a small business retirement plan.

Tax planning and preparation

Manage your downside risk

Invest in the future

Manage your optimal retirement income

Help you transition from working years to freedom years

Plan for your major life events

Estate planning and generational transfers

Manage your estate / trust investments

Incorporate real estate into your investment portfolio

Strategic Business Planning

Comprehensive Wealth

Management Services in Fresno, CA

SCHEDULE A WEALTH

BUILDING SESSION

"Hi, we are Kerr Wealth Management in Fresno, CA. Kerr Wealth Management is a fee-only Registered Investment Advisor (RIA). Our Financial Advisors help people invest in their future, reduce taxes, save money and retire with confidence. 

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The customers we help happen to be a diverse group of successful small business owners, physicians, affluent, CEO's, farmers, teachers, nurses and retirees."

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Building your financial plan together

About You

It's about you.  Nothing is conflict free but as fee-only financial advisors and Enrolled Agents (EA) 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 our team of fee-only advisor's work together to develop and manage your tailored investment portfolio. The old way - you purchased a product first from a broker and then you had to figure it out.

Financial 

Planning

Using a fee-only approach, our team of financial advisors tailor holistic financial plans to meet our client's needs. 

Investment 

Management

We are an independent investment advisory firm staffed with Accredited Wealth Managers and Certified Investment Management Analysts. Providing an actively managed approach to portfolio management, Kerr Wealth offers experience and a deep understaning of the stock market, fixed income markets, financial products, cryptocurrency and more.

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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 of tax experts we can help your business reduce taxes through various pension plan strategies and defined contribution plans.

Tax Preparation

With our team of tax professionals and Enrolled Agents (EA), Kerr Wealth Management takes a proactive approach by incorporating in depth tax planning into your financial plan; giving you a true holistic approach, not a washed down cookie cutter approach.

A Wealth Management Firm With 

Many Facets

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, taxes and investments with your life.

Business Solutions

Kerr Wealth provides strategic financial advice to small 

business owners. 

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  • Reduce organizational slack.

  • Business goals.

  • Business benchmarking.

  • Business Models.

  • Financial roadmap.

  • Structure a budget.

  • Review business insurance and risk exposures.

  • Reduce tax liabilities.

  • Enhance wealth of employees and owners.

  • Review financial reports.

  • Analyze opportunities for pension plan and 401k savings.

"Our Clients Engage Us For Experienced Financial Advice"

Our Financial Planning Process

Gather Information

Establish Goals & Objectives

Analyze Your Situation

Develop a Plan

  • 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!

Implement Plan

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.

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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 Fiduciary Investment Advisors, Accredited Wealth Managers, Enrolled Agent's (EA) tax preparers and Chartered Retirement Plan Counselors (CRPC) who have completed rigorous education requirements and adhere to fiduciary standards. This also means we do not work for a middle man, broker dealer or insurance company.

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How does this help you?

You pay us directly and it can help reduce conflicts and help reduce costs.

The Kerr Wealth approach addresses your goals first, then we talk investment solutions.

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A team approach.

The financial advisors at Kerr Wealth Management use a team approach to managing client portfolios. This helps us ensure we are meeting your needs and remaining at the top of our game.

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