Philosophy & Strategies
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.
Ketron Financial, LLC manages or coordinates the management of over $100 million of clients’ assets utilizing a long-term investment approach incorporating diversification and tax-efficiency. The fee for managed accounts is based on the value of assets under management. Financial and/or life planning, investment reviews and financial planning are billed hourly. 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. Fees are tax deductible to the extent allowed by law.