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

Quarterly Tax Estimates Due

May 17, 2019

If you pay estimated taxes each quarter (or need to), the next payment is due in 30 days — on June 17th. (The dates are a little odd and not evenly spaced: April, June, September, and January next year.) Now would be a great time to connect with your CPA about any changes that might need to be made to Continue Reading

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The Trade War Continues

May 10, 2019

As you know, the trade war with China continued in earnest last night as the U.S. raised tariffs from 10% to 25% on $200 Billion of imports. This will raise the prices you and I pay for products and has a dampening effect on the economy. Markets responded accordingly. There were several large down days in the stock market this Continue Reading

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6 Traits Of Successful Wealth

May 3, 2019

When I started working as a financial planner in 1997, there was a new book out titled “The Millionaire Next Door” which described the surprising character traits of those that have succeeded in building wealth (spoiler: they are not the traits we tend to associate with wealth). The book remains one of my top reading suggestions for new clients. While the book 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%

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