财务伟德棋牌网站伟德棋牌平台，加州
你有财务计划吗? 考虑聘请克尔伟德棋牌网站(Kerr Wealth Management)的收费顾问.
一个好的财务计划应该涵盖你生活的方方面面.
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. 向下滚动以了解更多伟德棋牌平台的信息, 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?
你来对地方了. Life changing events happen and it's wise to re-examine your financial outlook when they do. 伟德棋牌平台的顾问, 我们考虑人生的许多阶段，我们可以帮助您了解生活事件和机会可能对您的财富潜力和财富保护产生的财务影响.
我们的理财计划关注您的个人目标, 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.
我们的财务伟德棋牌网站程序
Explore and clarify your goals and lifetime priorities while we develop a mutual understanding. 一旦我们确定了您的财务生活或状况的必要方面，我们将制定可能符合您目标的解决方案. Upon reaching an informed decision through mutual collaboration we will implement our recommendations.
The Process
1. 收集信息
2. Establish Goals & Objectives
3. 分析你的处境
4. Develop a Plan
5. Implement Plan
6. 监督和审查你的财务计划
开始你的个人理财计划
Under 3 Minutes
What we do..
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为我们的工作收取费用.
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为生活中的事件和假设场景做好准备.
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建立一个个性化的财务生活计划.
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把你的目标与你的钱和投资组合联系起来.
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弄清楚如何分配未来的目标.
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成为一个更聪明的投资者.
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为有保障的退休生活做计划.
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决定如何处理你的401(k)账户.
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对你的员工股票期权做出决定.
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决定是租、买(或卖)你的房子.
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了解你的保险需要.
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为孩子和大学费用做计划.
What we dont do..
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提供免费介绍性咨询. 我们马上开始工作.
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卖给你大量的共同基金.
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提供法律意见.
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需要一个最低的资产水平，以便我们一起工作.
我们考虑生命的各个阶段...
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进入青春期
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离开家
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Getting married
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Having children
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Midlife
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Empty-nest
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Pre-retirement
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Retirement
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配偶死亡
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Divorce
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工作调动或变更
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金融产业
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金融横财
需要专业的理财建议? 一个糟糕的财务决定是否让你感到压力山大?
伟德棋牌平台克尔伟德棋牌网站的顾问和税务专家, CA可以为您提供各种专业的财务建议.
Annuity Reviews
你在考虑年金吗? 克尔伟德棋牌网站的财务顾问将进行全面的分析，以确定您的年金是否适合您. We can also help you understand if a fixed annuity is right for you for long term asset preservation.
*年金建议会产生利益冲突，因为佣金应支付给伟德棋牌平台的关联公司, 克尔保险经纪公司.
保险的评论
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.
可儿财富管理协助:
Life Insurane, disability, long term care, business insurance, home and auto.
Tax Planning
Kerr Wealth Management financial advisors and accountants can help you design a tax planning strategy, 通过我们的综合方法.
投资组合审查和财务检查
Our Fresno financial advisors can help you understand your portfolio needs. 克尔伟德棋牌网站还将为您提供年度财务检查，以确保您在实现退休目标的道路上.