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Planning

A financial roadmap is crucial. You need to know where you are, where you want to be, and how to get there.

At Kearns Financial Inc. we offer no obligation planning services. There’s no charge for a consultation, we only ask that if you like the plan we develop, you let us implement it for you.

Plans may consist of:
Retirement planning
We will work with you to develop a plan that will consider your desired retirement date, income, and lifestyle. We’ll work to paint a realistic picture of how to achieve your goals with the least amount of risk.

Estate planning
You work hard to build your family’s wealth. We’ll help you develop a plan that will pass it along to the next generation as efficiently as possible.

Major purchases/debt reduction
Sometimes all you need is a plan to save for a major purchase (like a house or a cottage) or to climb out of debt. We’re happy to work with these goals as well.

Comprehensive planning
Of course, a comprehensive plan is always the best. We’re happy to combine all of these options into one master plan.


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