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.