Having full knowledge of your family net worth and having done projections to understand your spending or savings targets, we are well positioned to help you make decisions about your ongoing income needs – Can you afford to give your kids a gift of capital? Can you make a major charitable donation – and how should you do this most tax effectively? Do you need to downsize the house in retirement and, if so, what can you afford as a replacement? How much can you withdraw regularly from the portfolio while still preserving sufficient capital? And, we can help you identify financial priorities and opportunities as they arise with changing circumstances, tax and economic environments.
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.