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Accessibility Statement

This is our company accessibility statement page. At the Kerr Companies we are always working to provide the most access to all person's from all walks of life, disabilities, genders, race, religious background and origin. We welcome all. Thank you. 

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Accessibility Statement for The Kerr Companies

Effective Date: January 1st 2025

At The Kerr Companies, we are committed to providing an accessible online experience for all users, including those with disabilities. We understand the importance of ensuring our website is easy to use and accessible, regardless of technology or ability. Our goal is to create an inclusive environment where all visitors can access our content, services, and features with ease.

1. Commitment to Accessibility

We are dedicated to ensuring that our website meets the Web Content Accessibility Guidelines (WCAG) 2.1 at the AA level. These guidelines help make web content more accessible to people with disabilities, including those with visual, motor, auditory, and cognitive impairments.

We strive to provide an inclusive experience that allows all visitors to easily navigate our website, and we are committed to continuously improving its accessibility.

2. Ongoing Accessibility Improvements

The Kerr Companies is committed to ongoing efforts to improve the accessibility of our website. We employ various accessibility tools and best practices, including:

  • Semantic HTML: We use proper HTML structure to ensure compatibility with screen readers and other assistive technologies.

  • Alt Text for Images: All non-decorative images are equipped with descriptive alt text to help users with visual impairments.

  • Keyboard Accessibility: Our website is fully navigable using a keyboard, ensuring that users who cannot use a mouse can still interact with all elements.

  • Color Contrast: We follow guidelines to ensure sufficient color contrast between text and background to improve readability for users with visual impairments.

  • Forms and Input Fields: All forms are designed with clear labels and error messages to assist users in completing them without difficulty.

3. Supported Assistive Technologies

Our website is compatible with a variety of assistive technologies, including but not limited to:

  • Screen readers (e.g., JAWS, NVDA)

  • Magnification software

  • Voice recognition and alternative input devices

  • Text-to-speech software

If you use specific assistive technologies to navigate our site, please feel free to reach out to us to ensure compatibility with your tools.

4. Accessibility Features on Our Website

  • Keyboard Navigation: All interactive elements, including links, buttons, and forms, are accessible via keyboard navigation.

  • Descriptive Alt Text for Images: Every non-decorative image includes alt text that describes its content or function for users relying on screen readers.

  • Resizable Text: Our website allows users to adjust text size using browser settings or device features to ensure readability.

  • Clear Navigation and Structure: We’ve designed our site with easy-to-follow navigation to ensure a positive experience for all users, including those who rely on assistive technologies.

  • Error Suggestions in Forms: If a user encounters an error while completing a form, clear guidance and suggestions are provided to help them resolve the issue.

5. Feedback and Assistance

We are always working to improve the accessibility of our website. If you encounter any difficulties or barriers while navigating our website, please reach out to us. Your feedback is essential to us, and we are committed to resolving any accessibility challenges promptly.

  • Contact Us: If you need assistance or have suggestions for improving the accessibility of our website, please contact us at:

6. Third-Party Content

Please note that our website may contain links to third-party content or external websites that are not operated by The Kerr Companies. While we strive to ensure that these external resources meet accessibility standards, we cannot guarantee their compliance. If you experience any issues with third-party content, please let us know, and we will work to assist you.

7. Limitations

While we strive to make our website fully accessible, some content or interactive features may present challenges due to the evolving nature of digital technology. We are committed to continuous improvement and appreciate your understanding as we work to address and resolve any potential issues.

8. Conclusion

At The Kerr Companies, we are committed to creating an accessible and inclusive website for all users. We are continuously improving our online presence to ensure that everyone, regardless of ability, can access our content and services.

If you have any questions, concerns, or feedback regarding accessibility on our website, please do not hesitate to contact us. Your input is vital to helping us improve and serve you better.

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Contact

Kerr Financial Planning Corporation

An SEC Registered Investment Advisor

Registered with the Securities Exchange Commissioner

Kerr Wealth Management, Inc. 

7255 N. First Street

Fresno, CA 93720

Phone (559) 277-4772

Fax (559) 573-8558

akerr@kerrwealth.com

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© 2025 Kerr Financial Planning Corporation, DBA: Kerr Wealth Management. Registered with the Securities Exchange Commission (SEC CRD#277142) as a Registered Investment Advisor, RIA. Registration does not mean we are endorsed, affiliated with or approved by the SEC.

SEC ADVISOR LOOKUP LINK HERE

Terms of Use

The content on this website is developed from sources believed to provide accurate information. It is not intended as tax or legal advice. Please consult legal or tax professionals for information specific to your individual situation. Kerr Wealth Management and its advisors are not CPAs, do not prepare tax returns, do not provide legal advice, are not attorneys, and do not offer legal tax guidance. The opinions expressed and materials provided are for general information purposes only and should not be considered a solicitation to purchase or sell any security. We take protecting your data and privacy seriously. As of January 1, 2020, the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do Not Sell My Personal Information.

Important Notice Regarding Investment Advisory Services: Clients may review our Form CRS and ADV Parts 2A and 2B, which outline potential conflicts of interest, fees, services, and information about your advisor.

Conflict of Interest Disclosure

All services, recommendations, compensation, actions, affiliate services, advice, and offerings from Kerr Wealth Management involve conflicts and naturally is a conflict of interest. No advice or relationship is entirely conflict-free. As fiduciary financial advisors, we are obligated to disclose when a conflict exists and explain its meaning for you. Fee-only means we charge fees for financial plans and investment management. This, too, is a conflict of interest. From time to time, we may assist clients in purchasing products through affiliates or recommend suitable products outside the stock market. These transactions may generate commissions, creating additional conflicts of interest. Financial planning, investment advisory, and ERISA services are offered through Kerr Financial Planning Corporation, Inc., DBA Kerr Wealth Management, a Registered Investment Advisor. "RIA" is a regulatory status, not a professional designation. Retirement plan administration, recordkeeping, 5500 filings, general retirement plan documents services are provided by Kerr Retirement Services, LLC, an affiliated company. Kerr Retirement Services, LLC is not an actuary and does not provide actuarial services. ERISA clients are advised to hire their own actuary and or we can refer an actuary to you. Such referral is a conflict of interest. Insurance services are provided by Kerr Insurance Brokers, Inc. Kerr Insurance Brokers, Inc., Kerr Retirement Services, LLC, and Kerr Wealth Management are affiliated and independent from any investment custodian mentioned on this site. Kerr Wealth Management and its financial advisors may provide insurance, retirement, limited tax, limited estate, business development, investment management, retirement plan, and other advisory services. This website should not be interpreted as providing advice or soliciting the purchase of any investment or security. To review the licensing, credentials, certifications, professional background, and disclosures of your financial advisor, please visit: www.adviserinfo.sec.gov.

Trading Policy: Trade orders must be submitted verbally or in person. Non-trade requests may be accepted via text or email.

 

Legal and Tax Advice: Kerr Wealth Management and it's advisors do not provide any legal or tax advice and nothing on this website is intended to be legal or tax advice. Our website is for informational purposes only. Any corporate structure or tax recommendations should be verified by your accountant or attorney. Diversification, active management, and asset allocation do not guarantee returns or eliminate risk. Diversification can still result in loss of principal. Self-Directed IRAs: These accounts do not guarantee growth and carry unique risks, including potential UBIT or UDFI taxation. Kerr Wealth Management and its advisors are not real estate agents, brokers, or commodity traders, and do not provide legal real estate advice. We do not recommend specific non-traditional investments within a self-directed IRA, though we may help clients understand associated risks and potential outcomes.

Videos: Some videos on our website may be produced by third parties. Kerr Wealth Management does not guarantee their accuracy, and they should be considered educational only, not financial advice.

Financial Planning Process: Our process may involve several meetings and drafts. Incomplete or inaccurate client information may negatively affect results. Clients are responsible for implementing recommendations and maintaining the discipline required to achieve objectives. Review meetings are recommended but planning services end upon delivery of the initial plan. Certain recommendations—such as investing, purchasing insurance products, or engaging affiliates—may result in additional compensation and create conflicts of interest. For example, recommending an annuity for fixed income or asset protection may involve commissions if purchased through an affiliate. Please review our ADV brochure for detailed fee and conflict information. Kerr Wealth Management reviews tax returns as part of financial planning but does not draft wills or trusts. We may review these documents during the planning process. Fixed annuities may be recommended in certain market conditions, creating a conflict of interest if purchased through our affiliate.

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You are now leaving Kerr Wealth Management’s website and visiting a third-party site. We are not responsible for the content, policies, or availability of linked sites.

About Third-Party Links

Links to third-party websites are provided for your convenience and may direct you to resources outside of Kerr Wealth Management’s control. We do not endorse or guarantee third-party products or services and are not responsible for their accuracy or reliability. Please review their privacy and security policies, which may differ from ours, before providing personal information or engaging with their content.

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