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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What’s the Difference Between Medicare and Medicaid?
Medicare and Medicaid may seem similar, but what each program pays for and for whom can be very different.
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HOT TOPIC: High Inflation: How Long Will It Last?
This article looks at some of the forces behind rising prices, the Fed’s plan to combat them, and early signs that inflation may be easing.
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How to Correct an Error on Your Credit Report
Did you know credit report errors more than doubled during the pandemic? Find out how to get your free credit report and correct any errors.
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When Two Goals Collide: Balancing College and Retirement Preparations
This article discusses college financial aid and some ideas that might help fund college while maintaining a solid retirement savings strategy.
Calculators
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.