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
Money Draining Food Myths
These food myths will really put a drain on your wallet.
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
Retiring Earlier Than Expected? What To Know
Retiring earlier than expected can be disheartening. Learn steps that can help you smoothe the road ahead.
Will Power
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Building Your Legacy
A four-step framework for building a personal legacy.
Risk Perspective
Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
The Threat of Identity Theft
An article informing readers about the threats of Identity Theft.
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Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
College Savings
See how much you may need to save now to cover future college costs for your child.
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The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.