Understanding Today’s Financial Environment
Mission ~ Quality lives through intelligent, informed, financial and lifetime planning decisions.
We serve clients 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.
Ketron Financial, LLC manages or coordinates the management of clients’ assets utilizing a long-term investment approach. The fee for managed accounts is based on the value of assets under management. Once we understand a clients planning and investment needs, we will quote a fee and prepare a letter of engagement that defines the work to be accomplished and the cost before the planning process begins.
Communication with clients is ongoing 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.
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.
Helpful Content
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
Saving for College 101
Here's a crash course on saving for college.
Understanding Extended Care
Understanding the types of extended care services—and what those services could cost—may be critical.
Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
How Boomers and Millennials Differ
The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.
Steps to Protecting a Child with Disabilities
Planning for children with special needs can be confusing but by working together, we can help navigate those challenges.
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
How to Read Your Credit Report
Solve a mystery while learning how important your credit report is with this story-driven interactive.
Retiree Health Care Coverage Overseas
Retirees traveling abroad need to know that their health insurance travels with them.
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Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
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Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.