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
Capital Gains Tax When Selling Your Home
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
The Threat of Identity Theft
An article informing readers about the threats of Identity Theft.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
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What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
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An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.
Stay Safe with a Business Owner's Policy
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.
Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.