Understanding Today’s Financial Environment
We are experienced fee and value-based advisors who have served our clients since 1969 through financial advice and life planning, money management and as financial advocates to help improve the quality of our clients’ lives. We feel the planning approach best manifests our commitment to aligning clients’ values, life goals and financial decisions.
We offer investment, risk management and/or estate planning services. We tailor portfolios for growth and/or income depending upon individual needs and manage market volatility through effective diversification and education while also attending to the effects of inflation, taxation and longevity. We network with the clients’ other advisors and stand ready to refer clients to other professionals as appropriate.
Staff members of Ketron Financial, LLC meet and communicate with clients on an ongoing basis to answer questions, review investment portfolios and discuss new issues as they arise. These issues may include changes in the investment environment, changes in laws that may affect planning strategies and changes in a client’s circumstances. In addition to personal client education, Ketron Financial, LLC is committed to providing financial education for the members of our community.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (415) 892-0928.
Retiree Health Care Coverage Overseas
Retirees traveling abroad need to know that their health insurance travels with them.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Here are some simple and inexpensive energy-saving tips that may help you save money.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Five strategies for managing your student debt.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Here are 4 great, and sometimes unexpected, places to raise a family.
This calculator demonstrates the power of compound interest.
This calculator shows how inflation over the years has impacted purchasing power.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Investors seeking world investments can choose between global and international funds. What's the difference?
Women must be ready to spend, on average, more years in retirement than men.
Here is a quick history of the Federal Reserve and an overview of what it does.
Around the country, attitudes about retirement are shifting.