Business Investment Advisory Services
Investment management for your business 401(k), pension plan or profit share plan.
Our mission is simple...
We get it. 401(k) plans, taxes and investing can be complicated. That’s why Kerr Wealth Management in Fresno, CA has built a better solution for Fresno and California small businesses. Offer a plan that can help you attract and retain talent and help your employees save for their future while focusing on what they do best.
Retirement Plans
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401(k) Plans
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Defined Benefit Pensions
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Cash Balance Plans
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SIMPLE IRA Plans
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SEP IRA Plans
Retirement Plan Administration
Through our affiliate Kerr Retirement Services, we can facilitate a full-service retirement plan administration service and consulting program, including plan documents, proposals and calculations.
*This is a conflict of interest.
Need a financial planner or financial checkup more than once a year?
Try our Business Enhancement Plan
The Business Plan Enhancement Program is designed for successful business owners. An emphasis is placed on integrating both business and personal financial affairs and tax minimization so as to balance the day-to-day of managing your biggest asset and the risks of running your business with the security of personal finances.
Plan for Growth
Taking the time to assess the financial health of your business is critical and should be done on a routine basis. That's why we created our Business Plan Enhancement Program, a service platform designed to capture the key financial aspects of your business.
Plan with Integration
For many small businesses, their business is everything and it's personal. Our financial advisor's place emphasis on integrating the risks of running your business and managing your personal financial affairs so you can make confident decisions about your business and personal finances.