Who We Serve

At the Kerrigan Group we serve many types of clients with a wide range of needs. We help individuals and families optimize their cash flow and set savings goals, we help business owners refine their business model and grow their net worth, and we help institutions steward their resources for the greater good. Ultimately, we seek to identify each clients' core purpose and create a financial plan and strategy to help them achieve their own personal financial freedom.

We take inventory of your current situation and listen to your short- and long-term goals, and we create a roadmap to reach that objective with the highest probability of success. We also stay alongside you as an accountability partner to help you make informed decisions about job changes and budgeting.

We develop a roadmap that suits each spouse's individual desires and priorities, and we help them keep their financial information organized and in one place. As the family grows, we work to protect their legacy by giving them the comfort in knowing all they've worked for is safe, which allows them to spend time with the ones they love and invest in personal goals, whether that be missions, traveling, charities, or volunteering.

We serve as a single point of contact for any guidance you need in business, whether that be for buy/sell agreements, business continuation, cash management, employer and employee benefits, tax efficiency strategies, secure traditional lending, or private investment for the business.

We assist in the development and maintenance of investment policy statements and spending policies.