Kearney-Burch Financial Services was founded on the principle that clients needed trustworthy, straight-forward advice from their advisor. For nearly 20 years, our objective has been to become your trusted confidant and friend.  Our investment philosophy tends to be conservative yet well-diversified. We seek out highly qualified investment vehicles for our clients and we value long-term investment strategies. Our ultimate goal is to earn the highest-degree of commitment, kindness and trust from our select group of clients.

So start by telling us your dreams. Help us understand your financial goals.  We will assess your investment concerns, calculate your risk tolerance and tailor a suitable investment strategy for your particular financial situation.  By educating you on the risks and rewards of individual investments, we can make the best possible investment decisions together.  We look forward to becoming more than your financial advisor…we hope to become your friend.  

 
 
 
Calculators

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

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Newsletters

Be Ready for a Change in Interest Rates

Fluctuating interest rates can be challenging for bond investors who want to reinvest their principal. When rates are low, they may have to accept lower yields; when rates rise when principal is tied up, they may not be able to benefit. One strategy to help manage reinvestment risk is to build a bond ladder.

HOT TOPIC: European News Causes Market Mood Swings

In recent weeks, the yields on Italian bonds spiked to more than 7%, suggesting the sovereign debt crisis was spreading to a much larger economy and eluding the European Union’s efforts to contain it. The U.S. stock and bond markets have responded to the headlines coming out of Europe. This article explores the role of political risk in U.S. financial market volatility.

Help Chart the Future of Your Family Business

The transition from one generation to the next is considered to be one of the biggest risks to the survival of a family-owned business. A thoughtful succession strategy not only outlines when and how ownership should be transferred but also takes tax implications, family relationships, and other sensitive issues into account.

Giving Strategies That Can Give Back

Americans gave more than $290 billion to charity in 2010, despite the slow economy. About 73% of charitable donations came directly from individuals. This article explains how a charitable remainder trust and a charitable lead trust could be used to provide more control over gifts while potentially benefiting the giver and his or her heirs.

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