In addition to being a CFP® Professional and a Investment Adviser Representative, Ken Bromund is also a Certified Public Accountant. With over 24 years of experience, he is qualified to tailor programs to meet the needs of each individual client, especially those who own and manage family businesses.
These special needs include strategies to reduce personal, corporate, and estate taxes, investment management, retirement income, 401(k) employee profit sharing plans to attract and retain the best people; key person insurance and ownership succession plans, as well as estate planning and trust management.
“Getting intelligent, diligent investment management is important,” Kent says. “But successful people typically need much more than that, and we are fully prepared to give them more — a full array of services that help answer the needs of their business as well their personal and family lives.”
“If a client wants to sell a business or transfer ownership to partners or children, we know how to do it without creating heavy tax burdens. If a client wants to assure the future viability of a business for family and heirs, we know how to help. If a client wants to set up an employee pension trust, we know how to do that, too.”
“We have the training and experience that lets us see the whole picture and then deal effectively with any part of it. The key is a commitment — being totally dedicated to serving the needs of the client so everything we know is put to work for the benefit of the client”
Ken holds a Bachelor of Science degree in Accounting and Finance from Miami University. He is a member of the Ohio Society of Certified Public Accountants, the American Institute of Certified Accountants, and the Financial Planning Association. Ken has served as Treasurer of the Holmes County Humane Society. He is an avid fisherman, enjoys golfing, and lives in Millersburg, Ohio with Pam and their two children.
Tax & Accounting Services are provided by Ken Bromund and not offered through Raymond James Financial Services. Raymond James does not offer tax or accounting services.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.