Kenneth Klabunde, MSFP, CFP® Precedent Financial Strategies
- 9000 Keystone Crossing, Suite 145, Indianapolis, IN 46240
- 800-264-9908
- https://precedentstrategies.com/
About Kenneth Klabunde, MSFP, CFP®, CDFA®
I founded Precedent Financial Strategies to provide wealth optimization solutions to those seeking professional guidance. We will work together to build a financial plan to fulfill your vision and create clear, concise action plans, tax reduction strategies, investment and lifetime income solutions, and optimize every aspect of your personal finances. You will be advised by me personally, along with our team of dedicated professionals.
I have been serving clients as a financial advisor since 1997, and specialize in the uniquely complex needs of physicians and similar professional families, particularly those going through divorce and rebuilding thereafter. We serve clients throughout the United States, and those living in the Cincinnati and Indianapolis regions.
If you are seeking expertise in personal finance, investment and income solutions, tax strategies, and divorce finances, I invite you to schedule a time for you and I to talk about your situation.
Check Out Kenneth’s Blog Here: https://precedentstrategies.com/category/blog/
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
Ideal Clients
- Divorced
- Medical Professionals
- Retirement Planning
Ways Advisor Charges
- Flat Fee
- Hourly
- Assets Under Management
Fee Options
- Flat Fee: $4800/yr
- Hourly Fee: $300/hr
- Assets Under Management: 0.50%
SEC Records
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
