Retirement Planning Fresno, CA

How does your retirement plan look?

Deciding on the best financial advisor is never easy, especially when it comes to managing your retirement savings. The investment industry is full of options. Many consumer options are product based, some are fee based and the rest are fee only. We are fee only financial advisors.  


At Kerr Wealth Management we are here to help empower you and help you prepare for the retirement you deserve. A retirement plan could help you decide the age and income at which you’ll be able to retire. With you, our Fresno retirement services could also help you with meaningful calculations, without it feeling like a boring exercise. We take into account all forms of your current income, retirement assets, projected rates of return plus the effect that inflation will have on your future purchasing power.

What is retirement planning you ask?

Retirement planning is at the core of our financial planning service. Using retirement planning calculations and what if scenarios, we take into account your current income, retirement assets, projected rates of return and the effect inflation will have on your future purchasing power.

As cliche as it is, would you go on a long vacation without planning first? At Kerr Wealth Management in Fresno, CA we will take the time to understand your situation, retirement goals, healthcare, long term care funding, investment objectives and potentially less or more depending on your needs. 

* The retirement planning process may result in recommendations to rollover retirement assets and could result in a recommendation for insurance. Additionally Andrew Kerr is a licensed insurance agent and may provide insurance services to clients as a result of a retirement plan and this creates a conflict of interest because additional compensation could be made. 

Starting a retirement plan with us is easy because we don't sell you investment products. 
So many "financial advisors" are thrilled to present an investment, cash value life insurance, or annuity program as a "financial plan." In reality these "retirement products" are not a plan but should be placed following a minimum level of evaluation to confirm if a product, insurance amount or investment is the right choice for you. 

Our goal is simple. Help you find the best balance between enjoying life, and making sure you have enough money to retire and last through retirement. 


We create retirement plans that could help you with:

  • Discovering your goals, needs and objectives.

  • Plan for retirement living transitions.

  • Cash Management.

  • Cash Budgeting.

  • Tax Planning and RMD's - required minimum distributions.

  • Investment Review.

  • Investment Review.

  • Investment Planning.(Life Insurance, Critical Illness, Accident & Medicare)

  • Trust Planning.

  • Insurance Needs.

  • Long Term Care Funding.

  • Retirement & Assisted Living Needs.

  • Medicaid funding needs and the medicaid application process.

  • Social Security Income Planning.

Are you retired or close to retirement? Do you worry about cash flow or maybe:


  • How can I maximize Social Security benefits?

  • How do I create a retirement income paycheck?

  • What happens to my loved ones if I die?

  • Should I convert my IRA’s to Roth, and how much?

  • Do I need long term care insurance?

  • Will I run out of money if I…?

  • Will I leave too much money behind when I die?

  • Should I do a reverse mortgage?

Get your financial checkup today.


Driving Directions


Kerr Financial Planning Corporation

2507 W. Shaw Ave. Fresno, CA 93711

Phone (559) 277-4772

Fax (559) 573-8558

CFP, CRPC, Series 65

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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. 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.


We take protecting your data and privacy very 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.

Copyright 2020 Kerr Wealth Management.

Important notice regarding investment advisory services: Financial Planning, Investment Advisory and ERISA services offered through Kerr Financial Planning Corporation, Inc. DBA: Kerr Wealth Management, A Registered Investment Advisor, (RIA). RIA does not mean a designation. 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 Brokers, Inc., Kerr Payroll Solutions, LLc. 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, limited estate, business development, investment management, retirement plans and other advisory services or advice. This website is not to be interpreted as advice whatsoever, nor is it a soliciation of an investment or security. To view the status of your financial advisor's licensing, credentials, certifications, professional background and disclosures go to Trade orders must be made verbally or in person. Orders received via text or email will not be accepted or entered. Interest or other other requests that are not trade orderrs may be accepted via text. 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 could still lead to loss of principal value. 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 other than traditional investments like publicly trades securities like mutual funds, ETF's, stocks, bonds, CD's and Cash. We may assist investors understand the risk and potential cash flow or loss associated with a self directed IRA investment that is not a traditional publicly traded security. Kerr Wealth Management and it's advisor's are not commodity brokers, advisor's or traders. Self directing involves potential tax complications and unique risk that may be higher or lower than investing in publicly traded markets 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 require a few hours to multiple meetings and various drafts. Incomplete or incorrect information provided to Kerr Wealth Management during the planning process may have an adverse affect on the planning result and it is up to the client to confirm and verify information provided and the accuracy of plan data. It is up to the client to adopt and act on the changes recommended and up to the client to follow the disciplines recommended beyond the initial planning process. Review meetings are recommended but planning ceases at the delivery of an initial plan. Various aspects of the financial planning process may be considered or could be a conflict of interest. Recommendations related to retirement accounts and recommendations to use any insurance service, retirement administration or other service from one of our affiliated companies could be a conflict of interest because additional compensation may be earned. Nothing on this website should be considered a recommendation or solicitation of investment advice or products. Nothing our advisors, staff, website or other affiliates say or do is conflict free. Virtually all recommendations and actions have some level of conflict and it is up to the customer to act on an recommendations or inquire about such conflicts. Our advisors or non advisor staff may be compensated for the sale of insurance products, retirement plan record keeping services, payroll or bookkeeping. Please read our ADV brochure below to understand how our fee structure works as well as any other services that may be provided by our company or affiliated Kerr Companies that could create a conflict of interest. Kerr Wealth Management does not provide tax advice or legal advice. Tax services provided are limited in scope and focus on tax minimization strategies. Please refer to your CPA or EA for tax advice. Kerr Wealth Management 

does review tax returns as part of our financial planning services but does not provide tax preparation services directly to the public. Kerr Wealth Management does not provide legal advice, draft wills or trusts however Kerr Wealth Management may review your will or trust as part of the financial planning process. 

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Kerr Wealth Management offers links to other third party websites that may be of interest to our website visitors. The links provided in our website are provided solely for your convenience and may assist you in locating other useful information on the Internet. When you click on these links you will leave Kerr Wealth Management' website and will be redirected to another site. These sites are not under the control of Kerr Wealth Management. ​​

Kerr Wealth Management is not responsible for the content of linked third party websites. We are not an agent for these third parties nor do we endorse or guarantee their products. We make no representation or warranty regarding the accuracy of the information contained in the linked sites. We suggest that you always verify the information obtained from linked websites before acting upon this information. Please be aware that the security and privacy policies on these sites may be different than Kerr Wealth Management policies, so please read third party privacy and security policies closely. If you have any questions or concerns about the products and services offered on linked third party websites, please contact the third party directly.

© 2015 - 2020 Kerr Financial Planning Corporation, DBA: Kerr Wealth Management. FINRA/SEC CRD#277142