While a number of portfolio management firms have financial planning or tax specialists on their team, these resources may be limited. Because Kerr Financial started as a fee only personal financial planning firm and has always provided accounting & tax return preparation services in house, we have a real balance between our investment management and financial advisory practices. Our Investment Advisors work very closely with our Planners and Accountants to provide the best integrated overall advice. The deep knowledge we gain about your goals & objectives and financial situation while doing your planning informs the development of your investment plan. We manage your portfolio with true tax efficiency in mind, not only making installments and harvesting capital losses where appropriate but also looking at generation of taxable income in the right entities and at the right times. And we strive to always provide you with integrated service so that your team of advisors work together to address all of your financial needs at any meeting or call that you have with us.
Kerr Financial Group was formed in 1979 for the purpose of assisting individuals to maximize their personal financial resources, alleviate their financial and retirement concerns and simplify the administration of their affairs.