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RE: Retirement 18 Years’ Worth of Days The Cycle of Investing The Cost of Procrastination Social Security: By the Numbers

"An investment in knowledge pays the best interest." - Benjamin Franklin

Our History

Our History

A Family Owned Business for over 40 years..

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Our Values

Our Values

Trust Honesty, Integrity. It’s what our Father taught us, and continues in our Practice and our Lives today.

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Your Financial Future

Your Financial Future

Everyone’s Dreams are their unique vision of what they would like to do or become. Whatever your Dreams are, our Goal at Kerby Financial Services, is to make your Dreams, Your Realities. We do this thru Goal setting, Wise Investments, Tax Management And Asset Protection.

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What We Do

Retirement

Retirement

Helping our Friends and Neighbors achieve their dreams in Retirement.

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Investment

Investment

Protecting your Income during Retirement.

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Taxes

Taxes

Serving San Diego for over 40 years.

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Insurance

Insurance

Insurance is for those unexpected moments in the journey of your life.

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