Now more than ever individuals are tired of financial advisors who are not focused on their goals. Retirement Wealth Advisors 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 at Retirement Wealth Advisors 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.
Retirement Wealth Advisors and Eric have a custom 3 step process that has been tailored to provide clients successful results and a great experience. For more information and our mission and beliefs video, please visit www.retirementwealthadvisors.com
For more up to date information, please visit our blog at www.erickearneyblog.com
The firm is well known in the Cape Coral, Ft. Myers and Naples 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 for your financial future and experience the difference. Contact us today to schedule your appointment.
Call us today for your own Personal Financial Blueprint (239) 471-0461
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
A four-step framework for building a personal legacy.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
Second marriages are a trigger event to revisit any existing estate strategies.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This questionnaire will help determine your tolerance for investment risk.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
$1 million in a diversified portfolio could help finance part of your retirement.
With alternative investments, it’s critical to sort through the complexity.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.