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40% of U.S. workers have saved
less than $25,000 for retirement.*

*2019 Retirement
Confidence Survey, EBRI

Only 42% of Americans know how
much money to save for retirement.*

*2019 Retirement Confidence Survey, EBRI

43% of retirees left
the workforce earlier
than planned.*

*2019 Retirement
Confidence Survey, EBRI

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!

 

 

 
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck