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博天堂旗舰厅下载

博天堂旗舰厅下载

7255 N. 第一大街

博天堂旗舰厅下载,93720

电话(559)277 - 4772

传真:(559)573 - 8558

CFP, EA, AWM, CRPC, 65系列

akerr@kamerapinjaman.com

博天堂旗舰厅下载

财务博天堂AG旗舰厅下载

投资管理

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税收筹划

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any 证券交易委员会urity.

 

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Important notice regarding investment advisory services: Fee-based means we charge fees for financial plans and 投资管理. 有时,我们可能会被客户要求通过我们的联属公司帮助购买产品,或者我们可能会发现某一产品适合代替股票市场. This creates a conflict of interest because a commission is earned for such product sales. 财务博天堂AG旗舰厅下载, Investment Advisory and ERISA services offered through 博天堂旗舰厅下载, 公司. DBA: Kerr 财富管理, A Registered Investment Advisor, (RIA). RIA并不意味着一个指定. 退休计划管理, 记录, 5500 filings and general retirement plan documents, tax services and accounting services provided by Kerr Payroll Solutions, LLC a provider of payroll and retirement plan administration. Insurance products are not sold or provided by Kerr 财富管理. Insurance services are provided by 克尔保险经纪公司. 克尔保险经纪公司., Kerr Payroll Solutions, LLC. 科尔博天堂AG旗舰厅下载(Kerr 财富管理)隶属于该公司. Kerr 财富管理 is not affiliated to any investment custodian mentioned on this site. Kerr 财富管理 and it' Financial Advisor's give insurance, 养老金, 有限的税收, 有限的房地产, 业务发展, 投资管理, retirement plans and other advisory services or advice. This website is not to be interpreted as advice whatsoever, nor is it a solicitation of an investment or 证券交易委员会urity. To view the status of your financial advisor's licensing, 凭证, 认证, 专业背景和信息披露 www.adviserinfo.证券交易委员会.政府. Trade orders must be made verbally or in person or in writing. 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. 科尔和他的顾问不给法律. 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. 自导式个人退休账户不能保证增长,投资者在投资房地产之前应该了解风险, 大宗商品, 贵金属, 税收优先权, 票据或其他另类资产. Kerr 财富管理 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. 科尔博天堂AG旗舰厅下载和它的顾问公司不通过自我导向IRA账户推荐任何特定的投资,除了传统的投资,如公开交易证券,如共同基金, ETF的, 股票, 债券, 光盘和现金. 我们可以帮助投资者了解与自我导向IRA投资相关的风险和潜在现金流或损失,而不是传统的公开交易证券. Kerr 财富管理 and it's advisor's are not commodity brokers, advisor's or traders. 自导向涉及潜在的税务复杂性和独特的风险,可能高于或低于投资于公开交易市场,投资者应咨询他们的税务顾问关于潜在的UBIT或UDFI税收. 我们网站上发布的视频可能由克尔博天堂AG旗舰厅下载制作或拥有,也可能由基金公司或第三方提供. 我们不保证或担保视频中的信息,视频中的内容只应被解释为教育或信息. 不是财务建议. 克尔博天堂AG旗舰厅下载(Kerr 财富管理)的财务博天堂AG旗舰厅下载过程可能需要几个小时的时间来进行多次会议和起草各种草案. 在博天堂AG旗舰厅下载过程中提供给Kerr 财富管理的不完整或不正确的信息可能会对博天堂AG旗舰厅下载结果产生不利影响,客户需要对所提供的信息和博天堂AG旗舰厅下载数据的准确性进行确认和核实. 由客户采用并对建议的变更采取行动,并由客户遵循超出最初博天堂AG旗舰厅下载过程的建议规程. Review meetings are recommended but planning ceases at the delivery of an initial plan. Various aspects of the financial planning process may include conflicts of interest. 当我们建议投资时,冲突是存在的, 购买由我们的联属公司提供的保险产品或年金或博天堂旗舰厅下载,因为涉及额外的补偿,可能是佣金. 当客户希望获得固定收益或长期资产保护时,年金可以作为计划建议或产品建议的一部分. 推荐此类产品会产生利益冲突,因为除了收取博天堂AG旗舰厅下载或其他咨询博天堂旗舰厅下载费用外,还会赚取佣金. Recommendations related to retirement accounts and recommendations to use any insurance service, 退休管理或附属公司的其他博天堂旗舰厅下载可能会产生利益冲突,因为可能会获得额外的补偿. 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. 事实上,所有的建议和行动都涉及到利益冲突,客户需要根据建议采取行动或询问这些冲突. Our advisors and affiliate's may be compensated for the sale of insurance products, 退休计划记录保存博天堂旗舰厅下载, 工资或记账. 请阅读下面的ADV小册子,以了解我们的收费结构如何工作,以及我们公司或附属的克尔公司可能提供的任何其他可能产生利益冲突的博天堂旗舰厅下载. 克尔博天堂AG旗舰厅下载确实将审核纳税申报单作为我们财务博天堂AG旗舰厅下载博天堂旗舰厅下载的一部分,但也确实直接向公众提供纳税准备博天堂旗舰厅下载. 如果建议提供税务博天堂旗舰厅下载,这也会产生利益冲突,因为除了收取咨询和博天堂AG旗舰厅下载费用外,我们的联属公司还会获得额外的补偿. 科尔财富管理不起草遗嘱或信托,但科尔财富管理可能会审查您的遗嘱或信托作为财务博天堂AG旗舰厅下载过程的一部分. 当利率过低,无法满足客户的需求或利益时,博天堂旗舰厅下载的顾问人员可能会推荐固定年金产品作为固定收益或资产保护配置,而不是债券或CD市场. 如果年金是通过我们的联属公司购买的,这就会产生利益冲突,因为销售此类产品会赚取佣金. 

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Kerr 财富管理 is not responsible for the content of linked third party websites. We are not an agent for these third parties nor do we endorse or guarantee their products. We make no representation or warranty regarding the accuracy of the information contained in the linked sites. 我们建议你在根据该等资料采取行动前,应核实从连结网站获得的资料. 请注意,这些网站上的安全和隐私政策可能不同于博天堂旗舰厅下载政策, so please read third party privacy and 证券交易委员会urity policies closely. If you have any questions or concerns about the products and services offered on linked third party websites, 请直接博天堂旗舰厅下载第三方.

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