Retirement Wealth Advisors
4636 SE 9th Place, Suite B
Cape Coral, Fl. 33904
Phone: (239) 471-0461
Email: ekearney@retirementwealthadvisors.com

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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.

 

Helpful Content

A Primer on Irrevocable Life Insurance Trusts

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

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

Saving on Fitness Membership Costs

There are ways to improve your physical fitness without denting your fiscal fitness.

 

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

Insuring Your Business With a Buy/Sell Agreement

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A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

Should You Tap Retirement Savings to Fund College?

Three things to consider before dipping into retirement savings to pay for college.

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Interest Rates: How Low Can They Go?

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 and Retirement

Women are great at multi-tasking. But many drop the ball when preparing for retirement.

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