Kenneth Klabunde (CFP®, MSFP)

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

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

Planning Specialties

Mid to late-career physicians and professionals.

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

Couples going through a divorce.

Those preparing for the continued financial care of their spouse as they age.

Additional Information

I founded Precedent AM to provide you with the best imaginable wealth management solutions. We will work together to establish goals and create clear and concise action plans, tax reduction strategies, lifetime income solutions, and address every aspect of your personal finances and planning so you’ll never have a question that goes unanswered. 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.

I charge a flat fee of $4,800 per year. Investment management costs 0.50%, declining to 0.10% on amounts above $3 million. You will be served by me personally, along with my team — including Stacy (client service), Patrick (CFP®), and Rebecca (client scheduling).

I live in southeastern Indiana with my wife, Rebecca, and our two teenage 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 with 21 years of financial planning and investment management experience.

NAPFA Start Date

March 09, 2015

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This Office

11 Garfield Place Cincinnati, OH 45202-4301 Phone: (513) 817-0326

Other Offices

9000 Keystone Xing Ste 145 Indianapolis, IN 46240-7825 Phone: (317) 793-3553