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.
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Financially Savvy at Six Figures
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Keeping Good Records is Good Business
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Errors and Omissions Insurance
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Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
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My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
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Compare different mortgage term lengths side by side to find the option that fits your budget.
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Calculate your required minimum distribution amount based on your account balance and age.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
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Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
Surprise! You’ve Got Money!
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Suddenly Single: 3 Steps to Take Now
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