Retirement Planning Fresno, CA

How does your retirement look? Are you comfortable?

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. The majority of your 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're here to empower you and help you prepare for the retirement you deserve.

Your Retirement Plan will help you decide the age and income at which you’ll be able to retire. With you, our Fresno retirement planners will 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 sophisticated retirement planning calculations and what if scenarios, we take into account all forms of 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 Blosser Harrison we will take the time to understand your situation, retirement goals, healthcare, long term care funding and investment objectives with the intent of building you a road map with a purpose, instead of being just a collection of investment accounts.

All of our retirement planning services are fee only and you will get a written retirement plan along with our written recommendations.

Start Your Financial Plan Now

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 worthless products that pay them lot's of commission. 

Our goal is simple. Help you find the best balance between enjoying life, and making sure you have enough to never worry about it. 

We create retirement plans that 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.

Additional Retirement Planning Services 

Retirement Income Needs Analysis

Investment Inheritance Planning & Required Minimum Distribution (RMD) Management

Estate Planning

Cash Flow Planning & Debt Management

Retirement Insurance Planning

Income Portfolio Design & Management


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?


Request a Free Retirement Consultation

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