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1701 Novato Blvd
Suite 204
Novato, CA 94947

Ketron Financial, LLC

(415) 892-0928

 
The Long Run: Women and Retirement When Markets React No Cash, No Checks, No Problem Preparing For the Ultimate Vacation

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.


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Healthcare Costs in Retirement

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Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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Enter various payment options and determine how long it may take to pay off a credit card.

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A presentation about managing money: using it, saving it, and even getting credit.

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The importance of life insurance, how it works, and how much coverage you need.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Surprises

Making the most of surprises is a great reason to work with us.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

When Markets React

When markets shift, experienced investors stick to their strategy.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?

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