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
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Buying a Vacation Home? 5 Questions to Consider First
You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Exploring the Federal Student Grant Program
In this article, explore the benefits of the Federal Student Grant Program.
Bull & Bear Markets: A Timeline
This helpful infographic will define bull and bear markets, as well as give a historical overview.
Managing the Risk of Outliving Your Money
Steps to help you sustain and grow your retirement savings.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
The Big Pause
This handy interactive explains which essential government services are affected by a shutdown.
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Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
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Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.