Back to Search Favorites List

Kenneth Klabunde (CDFA, CFP®, MSFP)

Kenneth Klabunde focuses in the
following client markets or areas of practice:

  • Divorce Planning
  • Hourly
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Physicians and medical professionals, particularly those going through divorce.

Those near or entering retirement with concerns about sustaining retirement income.

Couples going through a divorce.

Additional Information

I founded Precedent Financial Strategies to provide wealth optimization solutions to those seeking professional guidance. We will work together to build a financial plan to fulfill your vision and create clear, concise action plans, tax reduction strategies, investment and lifetime income solutions, and optimize every aspect of your personal finances.

I have been serving clients as a financial advisor since 1997, and specialize in the uniquely complex needs of physicians and high-income families, particularly those going through divorce and rebuilding thereafter. We serve clients throughout the United States, and those living in the Cincinnati and Indianapolis regions.

If you are seeking expertise in personal finance, investment and income solutions, tax strategies, and divorce finances, I invite you to schedule a time for you and I to talk about your situation.

NAPFA Start Date

March 09, 2015

Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
Submit
Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

Submit

This Office

2017 Elm Street Cincinnati, OH 45202 Phone: (513) 817-0326
View

Other Offices

9000 Keystone Crossing Suite 145 Indianapolis, IN 46240 Phone: (317) 793-3553
View
Visit Website