Due to circumstances out of our control, our main phone line is currently down. Please email kbfs@kearneyburch.com to reach our office.
Headquartered in San Ramon, CA, we have been providing advice to clients throughout the United States for more than 25 years. When you talk, we listen. Together we will create a plan of action to help you reach your financial goals. Our core values are honesty, transparency, integrity and trust.
We are a female-owned independent fee-based financial services firm focusing on financial planning and asset allocation. We are neither owned nor financially supported by any insurance company, bank, brokerage firm or other financial institution. This means that our recommendations are free from the influence of any outside third party and/or their products. As an independent financial planner, our focus is on you!
To get started, contact us at 925-275-4940. Let's start planning your financial success today!
Newsletters
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Fund Retirement and Reward Workers with a Cash Balance Plan
Do you know how cash balance retirement plans can help small business owners reduce taxable income and catch up on their savings? Find out.
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Concerned About Inflation? Consider TIPS
Do you understand how Treasury Inflation-Protected Securities can help mitigate inflation risk? This article provides an overview.
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HOT TOPIC: Too Hot to Handle: What’s Ahead for the U.S. Housing Market?
Explore some key factors between the housing squeeze and recent signs that suggest it may be easing.
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A Map for Your Family
A letter of instruction could be just as important as a will to help loved ones settle an estate. Do you know what information to include?
Calculators
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?