NAME:
Kenneth Klabunde
FIRM:
Precedent Financial Strategies
CERTIFICATIONS & PRACTICE TYPES
Certified Financial Planner (CFP), Registered Investment Advisor (RIA), Certified Divorce Financial Analyst (CDFA)
PRACTICE OVERVIEW
I provide comprehensive financial planning and ongoing wealth management. Initial planning work is done on an hourly basis, with ongoing wealth management available to clients with over $1 million in assets.
ABOUT THIS PRACTICE
I have been serving clients as a financial advisor since 1997, and specialize in the uniquely complex needs of physicians and similar high-income professional families, particularly those going through divorce and rebuilding thereafter. We serve clients throughout the United States from our offices in Indianapolis and Cincinnati.
HOW THIS PRACTICE SUPPORTS TILLER CUSTOMERS
I encourage clients to use Tiller to track and manage their cash flow, budget, and savings targets. When such tracking hasn’t been used in the past, we use Tiller to backfill data (up to the limits of each feed) and assist the client in building forwarding-looking budgets.
CONTACT
Email: kenneth@precedentstrategies.com
Phone: 800-264-9908
