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akerr@kerrwealth.com

Fresno Office

2507 W. Shaw Ave

Fresno, CA 93711

Phone: (559) 277-4772

Fax: 559) 573-8558

Mon-Fri: 8:30 AM - 5:00 PM

Sat-Sun: By Appointment

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Kerr Wealth Management

Office: (559) 277-4772

Fax: (559) 573-8558

2507 W. Shaw Ave.

Fresno, CA 93711

Series 65

akerr@kerrwealth.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Copyright 2019 FMG Suite.

Financial Planning Investment Management Retirement Plans Business Services

Financial Planning, Investment Advisory and ERISA services offered through Kerr Financial Planning Corporation, Inc. DBA: Kerr Wealth Management, A Registered Investment Advisor. Retirement plan administration, record keeping, 5500 filings and general retirement plan documents provided by Kerr Payroll Solutions, LLC a provider of payroll and retirement plan administration. Insurance products are not sold or provided by Kerr Wealth Management. Insurance services are provided by Kerr Insurance Brokers, Inc. Kerr Insurance Inc.and Kerr Wealth Management are affiliated. Kerr Wealth Management is not affiliated to any investment custodian mentioned on this site. Kerr Wealth Management and it' Financial Advisor's give insurance, pension, limited tax, estate, business development, investment management, retirement plans and other advisory services or advice. To view the status of your financial advisor's licensing, credentials, certifications, professional background and disclosures go to www.adviserinfo.sec.gov. Trade orders must be made verbally or in person. Orders received via text or email will not be accepted or entered. This website should not be considered as financial, legal, tax or investment advice. Kerr and it's advisor's do not give legal advice or legal tax advice. Any recommendations relating to corporate structure or tax should be verified by your accountant or attorney. Diversification, active management and asset allocation do not guarantee returns or eliminate risk. Diversification and asset allocation attempt to spread risk across various asset classes. Self directed IRA's do not guarantee growth and investors should understand the risk before investing in real estate, commodities, precious metals, tax liens, notes or other alternative assets. Kerr Wealth Management and it's advisor's are not real estate agents, brokers and do not provide legal real estate advice. Investors are solely responsible for their decisions to invest in a self directed IRA. Kerr Wealth Management and it's Advisor's do not make recommendations of any specific investments through a self directed IRA account. We may assist investors understand the risk and potential cash flow or loss associated with a self directed RIA they choose. Kerr Wealth Management and it's advisor's are not commodity brokers, advisor's or traders. Self directing involves potential tax complications and investors should consult with their tax advisor about potential UBIT or UDFI taxation. Videos posted on our website may or may not be produced or owned by Kerr Wealth Management and may have been provided by a fund company or third party. We do not warranty or guarantee the information in the videos and the content in the videos should only be interpreted as educational or informational. Not financial advice. Kerr Wealth Management's financial planning process may not require six full meetings for financial planning although there are six phases to the planning process. Some plans can be completed in as little as two meetings. It is up to the client to adopt the changes recommended and up to the client to follow the disciplines recommended beyond the initial planning process. Review meetings are recommended. Various aspects of the financial planning process may be considered or could be a conflict of interest. Please read our ADV Part 2A Brochure to understand how our fee structure works as well as any other services that may be provided by our company or affiliated Kerr Companies.© 2018 Kerr Wealth Management.

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