Bethany Ketron (CFP®)

Bethany Ketron focuses in the
following client markets or areas of practice:

  • Business Owners
  • College/Education Planning
  • Corporate Executives
  • Investment Advice with Ongoing Management
  • Women's Financial Planning Issues

Planning Specialties

My passion is in working with individuals and families to create a personalized plan for building their richest life possible - this is dependent on getting to know my clients very well and crafting a strategy that accomplshes their most important life goals utilizing the wealth they accumulate as a tool, rather than an end in itself. Areas of focus I frequently address with my clients:

- Spending and Savings Plans

- Retirement Planning

- College Planning

- Debt Management

- Multi-Generational Planning (Planning to care for parents, children, or other family members)

- Legacy and Estate Planning

- Insurance and Risk Management

- Proactive Tax Planning

- Employer Benefits Analysis

- Planning for the financial impact of a career change

- Charitable Giving Strategies

Additional Information

I currently live in the Rockwall-Heath area with my husband and two kids. My time is primarily consumed with taking care of our home and land, serving in fellowship at our local church, and soaking up every moment available with my sweet family. When rare moments of spare time become available, I love to volunteer with various mission and community-oriented organizations such as UMCOR, Samaritan's Purse, North Texas Food Bank, and Rockwall Helping Hands. 

NAPFA Start Date

March 15, 2017

Submit
Submit

This Office

5810 Tennyson Pkwy Ste 260 Plano, TX 75024-3559 Phone: (972) 661-3355