Kenneth Klabunde, MSFP, CFP® Precedent Asset Management

Contact this advisor

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.

Contact this advisor

Recently Published

Who’s Rich?

November 12, 2019

I want to offer you an alternative definition of “rich” to consider.  Most of us think about being rich in terms of dollars accumulated, or a certain level of annual income. In reality, the definition lies on the other hand — how much we spend. It’s not how much you have. It’s the difference between what you have and what Continue Reading

The post Who’s Rich? appeared first on Precedent AM.

Read the full post →

Sitting With Uncertainty

November 5, 2019

No matter how much we plan and prepare, major changes in life are just scary. We’ve been helping a number of clients with retirement dates approaching, and are helping several families through divorce without going to court. Even if you’ve spent years preparing, these are not easy transitions!  “Am I going to be okay?” is the universal question at these Continue Reading

The post Sitting With Uncertainty appeared first on Precedent AM.

Read the full post →

Social Security Check

October 31, 2019

The Social Security Administration just announced a new retirement calculator available at my Social Security. It provides much better estimates of your future retirement benefits, including how future earnings will change your benefit amount (past versions of the tool simply assumed you continue at your current earnings level until retirement). So if you’re wondering how your benefit will change if Continue Reading

The post Social Security Check appeared first on Precedent AM.

Read the full post →

Visit the blog →

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

Loading...