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About Our Firm The Meaning of the Live Oak What is Financial Planning?

Welcome to The Kerrigan Group

We are an independent financial planning firm located in Valdosta, Georgia. You can think of us as your personal financial concierge service. What we do is bear the burden of your financial needs so that you don't have to do it alone. We assess your investments, assets, liabilities, and financial goals and commit to listen to you, face-to-face, express your financial goals and create a personal, tailored financial plan as a roadmap to meet those goals. We aren't just advising you; we're taking on your burden with you.

That is really what makes us at Kerrigan Capital and Management unique. When you hire us, you're hiring a team, each of whom applies their talent and expertise to your financial roadmap. And you're not just getting advice, you're getting our personal concern for the whole picture of your financial life.




Why Our Clients Choose and Stay With Us

We aren't in the business of handing out vague information but in giving custom tailored advice. We live in the information age, overwhelmed with data, and now more than ever trusted advice is what our clients are looking for. Our clients trust our team's skills and expertise, and the clarity we bring to their entire financial life gives them the confidence they need in their financial future.

Trust

Trusted advice from our experienced team committed to helping you meet or exceed your financial goals.

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Confidence

Confidence in a team dedicated to helping you meet your every financial planning need.

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Clarity

Clarity of your financial situation and expert guidance helping you move forward.

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Helpful Content

How Financial Advisors Are Compensated

How Financial Advisors Are Compensated

Read this overview to learn how financial advisors are compensated.

What Do Your Taxes Pay For?

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

Events on Wall Street

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

 

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?

Insuring Your Second Home

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

The Anatomy of a Supplemental Health Plan

Here’s a guide to explain all the parts of Medicare.

Does Your Credit Score Affect Your Insurance Rates?

Your credit score may influence how much you pay for auto and home insurance.

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

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Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

How Compound Interest Works

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

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

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