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Financial Planning Fresno, CA

Do you have a financial plan? Consider using a fee-only advisor at Kerr Wealth Management.

A good financial plan should address all aspects of your life.

Kerr Wealth Management and it's team of fee-only financial advisors help families and businesses in Fresno, CA. Many of them happen to be business owners, physicians, farmers, nurses and retirees. Scroll down to learn more about who we are, what we do and how we charge and what to do as you conclude your visit on our website.

Looking for straight forward financial advice or perhaps a financial coach?

You've come to the right place. Life changing events happen and it's wise to re-examine your financial outlook when they do. The advisors at our Fresno, CA office consider many phases of life and we can help you understand the financial impact life events and opportunities can have on your wealth potential and wealth protection. 

Our financial plans focus on your personal goals, your stage of life and help you navigate through life changing financial events. At Kerr Wealth Management we do not consider money as a means to an end, rather we consider money as a tool to help your financial goals become a reality.

Our Financial Planning Process

Explore and clarify your goals and lifetime priorities while we develop a mutual understanding. Once we have identified the necessary aspects of your financial life or situation we will develop the solutions that potentially align with your goals. Upon reaching an informed decision through mutual collaboration we will implement our recommendations.

The Process

1. Gather Information

2. Establish Goals & Objectives

3. Analyze Your Situation

4. Develop a Plan

5. Implement  Plan

6. Monitor and Review your Financial Plan

Start Your Personalized Financial Plan in

Under 3 Minutes

What we do..

  • Charge fees for our work.

  • Prepare for life events and what if scenarios.

  • Build a personalized financial life plan.

  • Allign your goals with your money and portfolio.

  • Figure out how to allocate for future goals.

  • Become a smarter investor.

  • Plan for a secure retirement.

  • Decide what to do with your 401(k) accounts.

  • Make decisions about your employee stock options.

  • Decide whether to rent, buy (or sell) your home.

  • Understand your insurance needs.

  • Plan for child and college expenses. 

What we dont do..

  • Offer free intro consultations. We get right to work.

  • Sell you loaded mutual funds.

  • Provide legal advice.

  • Require a minimum level of assets in order for us to work together.

Stages of life we consider...

  • Moving into adolescence

  • Moving away from home

  • Getting married

  • Having children

  • Midlife 

  • Empty-nest

  • Pre-retirement

  • Retirement

  • Death of a Spouse

  • Divorce

  • Job Transfer or Change

  • Financial Inheritance 

  • Financial Windfalls

Need specialized financial advice? Does a bad financial decision have you stressed out?

The advisors and tax experts at Kerr Wealth Management in Fresno, CA can you help you with a variety of specialized financial advice.

Annuity Reviews

Are you considering an annuity? The Financial Advisor's at Kerr Wealth Management will conduct a thorough analysis to determine if your annuity is working for you. We can also help you understand if a fixed annuity is right for you for long term asset preservation.

*Annuities recommendations create a conflict of interest because a commission is payable to Kerr Wealth Management's affiliate, Kerr Insurance Brokers, Inc. 

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Insurance Reviews

Considering an SBA loan or maybe your merging with another business or you just got married. Whatever the situation the financial advisors at Kerr Wealth Management can help you assess and develop your insurane plan. 

Kerr Wealth Management assists with:

Life Insurane, disability, long term care, business insurance, home and auto. 

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Tax Planning

Kerr Wealth Management financial advisors and accountants can help you design a tax planning strategy,  with our integrated approach. 

Portfolio Reviews and Financial Checkups

Our Fresno financial advisors can help you understand your portfolio needs. Kerr Wealth Management will also give you and annual financial checkup to ensure you are on track with your retirement goals.

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