Kenneth Klabunde
MSFP, CFP®, CDFA®
Precedent Financial Strategies
Founding Principal
Kenneth Klabunde
MSFP, CFP®, CDFA®
Precedent Financial Strategies
Founding Principal
We help high-income families optimize their wealth and create long-term financial success now, and during tough transitions. - Kenneth Klabunde, MSFP, CFP®, CDFA®
Fee-Only Financial Planner serving families in the Indianapolis, IN and Cincinnati, OH areas.
Kenneth Klabunde is a fee-only financial planner in Indianapolis, IN and Cincinnati, OH. Precedent Financial Strategies provides comprehensive and objective hourly financial planning to help physicians and medical professionals, individuals going through a divorce, and near-retirees 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 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 similar professional 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.
Financial planning on an hourly basis is available. If you are seeking expertise in personal finance, investment and income solutions, tax strategies, and divorce finances, I invite you to schedule a consultation.
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 Financial Strategies provides ongoing financial planning, investment management, and divorce planning services in the Indianapolis, Indiana region (including Indianapolis, Carmel, Zionsville, Fishers, Geist, Noblesville and surrounding communities) and Cincinnati, Ohio (including Cincinnati, Blue Ash, Kenwood, West Chester, Hyde Park and surrounding communities) for:
- Couples going through a divorce
- Families planning for or entering retirement
- Investors seeking careful risk management
- Physicians wanting to minimize lifetime taxes
We work as a fiduciary advisor, and provide hourly financial planning services. This means we do not receive commissions or other sales incentives. When you choose Precedent, you know our fees upfront and can proceed with confidence, knowing you have a counselor and advocate working to ensure the best possible outcomes for your financial life.
Prospective clients are welcome to contact Kenneth for an initial consultation and to discuss the next steps needed to build and preserve wealth.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Tax Planning
- Divorce Planning
- Retirement Income Planning
- Investment Management
Ideal Clients
- Physicians
- Retirees and Near Retirees
- Rebuilding After Divorce
- Business Owners and Executives
- Growing Families
Working Together
- Virtual Meetings
- In-Office Meetings
- Hourly Financial Planning
- Clearly Defined Fees
- No Product Sales
Professional Designations & Affiliations
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Kenneth Klabunde is a NAPFA-Registered Financial AdvisorThe 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.
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Kenneth Klabunde is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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.
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Kenneth Klabunde is a Certified Divorce Financial Analyst® (CDFA®)A CDFA® professional is a financial professional skilled at analyzing data and providing expertise on the financial issues of divorce. The role of the CDFA® professional is to assist the client and his or her attorney to understand how the decisions he or she makes today will impact the client’s financial future. A CDFA® can take on many roles in the divorce process: Financial Expertise and Strategy, Data Collection and Analysis, Expert Presenter and Litigation Support. In some cases, CDFA® professionals are called upon to act as expert witnesses in court or in mediation proceedings.
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Kenneth Klabunde is a Member of the XY Planning NetworkThe 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.
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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
Office Locations:
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9000 Keystone Crossing
Suite 145
Indianapolis, IN 46240 -
2017 Elm Street
Cincinnati, OH 45202
