KERR WEALTH MANAGEMENT

Blosser Harrison Wealth Management provides fee-only financial planning. Life changing events happen and it's wise to re-examine your financial outlook when they do. Andrew Kerr, financial advisor in Fresno, CA considers many phases of life and he can help you understand the financial impact life events and opportunities can have on your wealth potential and wealth protection. Our financial plans focus on your personal goals, your stage of life and help navigate you through life changing financial decisions. At Blosser Harrison 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, without selling you investment products. Blosser Harrison does not sell investment products for retirement. Financial planning is a consultative and coaching process that provides financial advice as a service for a fee. Financial Planning, Investment Advisory, ERISA and Third Party Administration services offered through Kerr Financial Planning Corporation, Inc. DBA: Blosser Harrison Wealth Management, A Registered Investment Advisor.

Blosser Harrison provides a high-touch relationship to help you meet your financial goals. Our portfolio management process begins with our in depth discovery process to help insure you can meet your goals. Simple terms: Many of our clients want to protect their portfolio while earning moderate gains. To achieve this objective, we use a few investment approaches and strive to design a portfolio model that makes sense for you. Less simple terms: We may use multi factor or smart beta ETF's, stocks and the occasional no load mutual fund. A portion of our portfolios may hold multi-factor or smart beta funds through BlackRock, Franklin Templeton or John Hancock. Multi-factor funds can help manage various factors including downside risk. Doing so might give up slight "upside" performance during a bull market. However, trying to time the ups and downs of the stock market can be difficult or costly. Our investment goal - remain properly diversified and manage risk according to your goals. Our investment portfolios aim to reduce the confusion of how to allocate your investment portfolio. We help you build your personalized investment policy statement. Choose between ETF's or no load Mutual Funds. For the riskier investor, you may choose to have individual stocks in your account. We re-balance quarterly or as needed. Meet with your personal investment advisor as needed. (in person, web conference or other virtual methods). We can help you build a portfolio for any stage of life including: College savings, retirement income, growing your nest egg, preserve your inheritance, build a growth stock portfolio or income stock or bond portfolio. Financial Planning, Investment Advisory, ERISA and Third Party Administration services offered through Kerr Financial Planning Corporation, Inc. DBA: Blosser Harrison Wealth Management, A Registered Investment Advisor.

Choosing the correct retirement plan is an important step for your business. Working with a team of fee only investment advisors and retirement plan consultants can help guide you to the right plan and help with your tax planning needs. At Blosser Harrison Wealth Management we make the process easy by integrating both investment advisory and plan administration so you no longer have to find a plan administrator to manage your filings and record keeping services and find a third party investment manager. Combining these services allows you to save money and make it easy manage. The advisors at Blosser Harrison can help you establish: Traditional 401(K), Safe harbor 401(k), Solo 401(k), Simple Plans, Profit Sharing Plans, SEP IRA's. Financial Planning, Investment Advisory, ERISA and Third Party Administration services offered through Kerr Financial Planning Corporation, Inc. DBA: Blosser Harrison Wealth Management, A Registered Investment Advisor.

Blosser Harrison provides flexible 401(k) plan design and investment advisory services. Our retirement plan consultants work with small to midsize businesses locally in Fresno and Clovis, CA and throughout California and nationwide. Services include: Retirement consulting. Fiduciary assistance. 401(k) committee education. Retirement plan design and installation of plan document. Determination of employee eligibility. Prepare annual reports (IRS Annual Return/Report Form 5500, attachments and summary annual reports). Maintain individual records for participant accounts. (Record keeping) Trust asset reconciliation. Plan record keeping and compliance. Determination of employee eligibility. Employee Meetings. Preparation and distribution of employee communication material. Calculation of employer contributions. Calculation and communication of distributable events (retirement, death, disability, loans, termination). Financial Planning, Investment Advisory, ERISA and Third Party Administration services offered through Kerr Financial Planning Corporation, Inc.