Now more than ever individuals are tired of financial advisors who are not focused on their goals. RWA and Eric Kearney has a fiduciary responsibility to always place our clients’ interests ahead of our own. We deliver sophisticated portfolio management, personal relationships and holistic wealth management.
Planning Focused, 100% Transparent, Emotion-Free Investing
We work with you to achieve the best customizable solution for your investing goals and future needs. We understand that everyone has different investment goals. It's our job to listen to you, ask the appropriate questions and then work together to develop the best possible solution for your investments.
RWA and Eric have a custom 3 step process that has been tailored to provide clients successful results and a great experience. For more information please visit www.retirementwealthadvisors.com
The firm is well known in the SW Florida area and the Upstate New York area for its extraordinary service and safe, simple and smart portfolios.Please consider Eric Kearney and Retirement Wealth Advisors for your financial future and experience the difference. Contact us today to schedule your appointment.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Saving on Fitness Membership Costs
There are ways to improve your physical fitness without denting your fiscal fitness.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Tax preparation may be the perfect time to give the household budget a check-up.
It's important to make sure your retirement strategy anticipates health-care expenses.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
It may help your business be better prepared in the event of the death of a principal or key employee.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate your monthly and annual income from various IRA types.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This questionnaire will help determine your tolerance for investment risk.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
Are you ready for retirement? Here are five words you should consider.
Three things to consider before dipping into retirement savings to pay for college.
Recent changes in estate tax laws could affect the strategy you have in place.
Investors seeking world investments can choose between global and international funds. What's the difference?
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Women are great at multi-tasking. But many drop the ball when preparing for retirement.