Planning and Financial Advice
A financial plan for every aspect of your life.
You’ve just retired, or perhaps you experienced a major health or financial challenge — and you’re life is going to change. You need help focusing on what to do financially but maybe you do not know where to start? Try a fee-only financial advisor at Kerr Wealth Management.
Your Financial Challenges
Whether you’re starting a business, starting over or moving on; the right financial plan can help you move forward with clarity and confidence.
Common challenges include:
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I need help to manage my personal finances!
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How can I get more tax deductions?
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What kind of retirement plan does my business need?
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I just had a child - what kind of savings plan should I start?
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How do I pay off student loans? Should I pay them and my credit cards off before saving and investing?
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Should I buy or lease my next car?
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How will I pay for my wedding?
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Can I afford to buy a home?
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Will I be able to retire?
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I just got divorced and need help creating a cash flow plan.
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My spouse just passed away and I inhertied an IRA.
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My parents just passed away and I inherited a large estate.