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 Anatomy of a Supplemental Health Plan
Here’s a guide to explain all the parts of Medicare.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Here are six flags that may make your tax return prime for an IRS audit.
Beware of these traps that could upend your retirement.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator helps estimate your federal estate tax liability.
Estimate your monthly and annual income from various IRA types.
Estimate how much you have the potential to earn during your working years.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator can help you estimate how much you may need to save for retirement.
A presentation about managing money: using it, saving it, and even getting credit.
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.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Making the most of surprises is a great reason to work with us.
There’s an alarming difference between perception and reality for current and future retirees.
When markets shift, experienced investors stick to their strategy.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?