Disclosures

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 and services 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, broker dealer or fund company. Custody services provided by TD Ameritrade and Equity Trust Company. Kerr Wealth Management is not affiliated with TD Ameritrade or Equity Trust Company and does not receive compensation from TD Ameritrade or Equity Trust Company for using their custodian services and or software platforms. Kerr Wealth Management and it' Financial Advisor's may 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 www.adviserinfo.sec.gov. Trade orders must be made verbally or in person. Interest or other requests that are not trade orders 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 interpreted as any kind of 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 such as; 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 Kerr Wealth Management's ADV brochure below to understand how our advisory services and 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. ADV brochures do not apply to Kerr Insurance or Kerr Payroll. A conflict exists when using more than one of our services. A conflict exists if a customer acts on recommendations that result in additional compensation. Kerr Insurance Brokers, Inc., Kerr Payroll Solutions, LLC and Kerr Wealth Management are affiliated. Nothing on this website should be considered insurance, accounting or tax advice. By visiting our website and even if you do not read this disclosure you are considered to have read such disclsoures as they are provided at the footer of our website for all viewers to read. Should you have any questions or concerns about our services or disclsoures please contact us directly for additional information.

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Disclosures  l  Business Insurance l  Advisory  l  Accounting  l  Retirement Plan Administration  l  Benefits

 

©2020 All Rights Reserved. 

The Kerr Companies

SEC CRD# 277142

CA DOI# 0J02932

Payroll services provided by Kerr Payroll Solutions, LLC. Investment advisory services offered through Kerr Financial Planning Corporation DBA: Kerr Wealth Management, A Registered Investment Advisor (RIA). Insurance services offered through Kerr Insurance Brokers, Inc. A licensed commercial insurance brokerage and employee benefits consulting firm. Nothing on this website should be considered advice whether legal, financial or otherwise. This website is not a solicitation or recommendation to purchase a security or investment. The Kerr Companies is the marketing site for other Kerr Company sites. A conflict of interest could exist when using more than one of our services because we may be compensated for recommendations.

 

For more about our specific services please visit our other company sites:

Wealth Management: www.kerrwealth.com  l  Insurance: www.inskerr.com  l  Payroll: www.kerrpayroll.com  l  Retirement Plans: www.kerrpayroll.com