Understanding Today’s Financial Environment
We are experienced fee and value-based advisors who have served our clients since 1969 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.
We offer investment, risk management and/or estate planning services. We tailor portfolios for growth and/or income depending upon individual needs and manage market volatility through effective diversification and education while also attending to the effects of inflation, taxation and longevity. We network with the clients’ other advisors and stand ready to refer clients to other professionals as appropriate.
Staff members of Ketron Financial, LLC meet and communicate with clients on an ongoing basis 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. In addition to personal client education, Ketron Financial, LLC is committed to providing financial education for the members of our community.
Our professionals have years of experience in financial services. 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.
The market is as unpredictable as the weather. We’d love to help you prepare.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
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.
It sounds simple, but paying yourself first can really pay off.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Technology tips to make your next trip even better.
Here's a breakdown of how the federal government spends your tax money.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Assess how many days you'll work to pay your federal tax liability.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator shows how inflation over the years has impacted purchasing power.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
What if instead of buying that vacation home, you invested the money?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Peer-to-peer payment apps are one of the newest ways to send money.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Make your retirement as exciting as your next vacation.
It’s never a bad time to speak with your financial professional about changes in your situation.