Precedent Asset Management
Fee-Only Financial Planner serving physicians, professionals, and retirees in the Indianapolis, IN and Cincinnati, OH areas.
Kenneth Klabunde is a fee-only financial planner in Indianapolis, IN and Cincinnati, OH. Precedent Asset Management provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Kenneth Klabunde is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
I founded Precedent AM to provide the best imaginable wealth management solutions to those seeking professional guidance. We will work together to establish goals and create clear, concise action plans, tax reduction strategies, lifetime income solutions, and explore each aspect of your personal finances so that every question is answered. This detailed planning is paired with an investment management process that centers around customized asset mixes designed to minimize drawdown risks and support your objectives in all market environments.
My typical client is in the second half of their career or facing retirement. I can help people with concerns about sustaining retirement income, couples going through a divorce, those wanting to ensure the continued financial care of their spouse and family as they age, and more. You will be served by me personally, along with our team of dedicated professionals.
I live in southeastern Indiana with my wife, Rebecca, and our two children where we enjoy our family farm and a myriad of hobbies and activities. Living central to both locations, I have offices in Indianapolis and Cincinnati, as well as at the farm near Alpine, Indiana. We also utilize leading-edge mobile technology to provide a paperless, highly organized, and personal experience to you no matter where you reside.
I am a graduate of Taylor University with a degree in business systems and finance, hold a masters degree in personal financial planning, and am a Certified Financial Planner™ practitioner. My professional volunteer work is as an advocate for medical research funding (my father is a Ph.D. working in medical research, and I have fond memories of being in his lab as a child). I am the chairman of the IU School of Medicine Planned Giving Committee, a member of Central Indiana Community Foundation’s Cornerstone Council, and the St. Vincent Hospital Foundation’s committee.
Kenneth Klabunde is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
Precedent Asset Management provides ongoing financial planning, investment management, and divorce financial services in the Indianapolis, Indiana region (including Indianapolis, Carmel, Zionsville, Fishers, Geist, Noblesville and surrounding communities) and Cincinnati, Ohio for:
- Physicians and Healthcare Executives
- Families planning for or entering retirement
- Investors seeking careful risk management
- High-income earners wanting to minimize lifetime taxes
We work only as a fiduciary advisor to our clients in exchange for a reasonable fee and do not receive commissions or other forms of revenue from product providers. You gain an advocate and counselor working to ensure the best possible outcomes in every aspect of your finances, paired with the experience, knowledge, and technology to serve the demanding needs and financial complexity of high-income professionals.
Prospective clients are welcome to contact Kenneth for a free initial discussion of their financial health and the next steps needed to build and preserve wealth.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- Tax Planning
- Divorce Planning
- Retirees and Near Retirees
- Business Owners and Executives
- Growing Families
- Sudden Money Situations
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Kenneth Klabunde is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Kenneth Klabunde is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Kenneth Klabunde is a Member of the XY Planning Network
The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Kenneth Klabunde is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Kenneth Klabunde
9000 Keystone Crossing
Indianapolis, IN 46240
11 Garfield Place
Cincinnati, OH 45202