Kenneth Klabunde, MSFP, CFP® Precedent Asset Management

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About Kenneth Klabunde, MSFP, CFP®

I founded Precedent AM to provide the best imaginable wealth management solutions to those seeking professional guidance. We will work together to establish goals and create clear, concise action plans, tax reduction strategies, lifetime income solutions, and explore each aspect of your personal finances so that every question you have is answered. This detailed planning is paired with an investment management process that centers around customized asset mixes designed to minimize drawdown risks and support your objectives in all market environments.

My typical client is in the second half of their career or facing retirement. I help people with concerns about sustaining retirement income, couples going through a divorce, those wanting to ensure the continued financial care of their spouse and family as they age, and more. You will be served by me personally, along with my team of dedicated professionals.

I live in southeastern Indiana with my wife, Rebecca, and our two teenage children where we enjoy our family farm and a myriad of hobbies and activities. Living central to both locations, I have offices in Indianapolis and Cincinnati, as well as at the farm near Alpine, Indiana. We also utilize leading-edge mobile technology to provide a paperless, highly organized, and personal experience to you no matter where you reside.

I am a graduate of Taylor University with a degree in business systems and finance, hold a masters degree in personal financial planning, and am a Certified Financial Planner™ practitioner with 22 years of financial planning and investment management experience.

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Recently Published

Act Rich or Become Rich

July 5, 2019

Despite our tendency to associate a high income level with a high level of wealth, it is actually quite uncommon for someone with a high-consumption lifestyle to become a multi-millionaire in their lifetime. Becoming wealthy almost always requires some degree of a contrarian lifestyle — consistently living on less than we make, and intentionally living below our “station” rather than Continue Reading

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Gold and the Stock Market — Weekly Observations for 6/28/2019

June 28, 2019

When I send you updates every few weeks on “the market”, I’m generally graphing and discussing the stock market since that is what most people are interested in. But since stocks in aggregate haven’t provided any positive returns to investors since October of last year, let’s take a quick look at another asset class today — gold.   The chart Continue Reading

The post Gold and the Stock Market — Weekly Observations for 6/28/2019 appeared first on Precedent Asset Management.

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Some Perspective For You

June 7, 2019

My last market update to you was on May 10th — 4 weeks ago — and I promised to keep you updated within a few weeks. The market was declining slightly at that time and ended down just over 6% for the month of May. This week, despite continued trade tariffs and weakening economic data, the market is up sharply Continue Reading

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Ideal Clients

  • Gen X
  • Investment Planning & Management
  • Medical Professionals
  • Retirement Planning

Ways Advisor Charges

  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Flat Fee: $4800/yr
  • Hourly Fee: $275/hr
  • AUM: 0.50%

SEC Records

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