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Ken
Bromund, CPA, CFP - Millersburg Office
...............Registered
Representative/RJFS
..........
 
In addition to being a Certified
Financial Planner and a Registered Investment
Advisor Representative, Ken Bromund is also
a Certified Public Accountant. With over
24 years of experience, he is uniquely 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,” Ken 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 businesses
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 do it. 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 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 degrees 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 his
wife Pam and their two children.
Tax &
Accounting services are provided by Ken
Bromund and are not offered through Raymond
James
Dedicated to Helping You Guard Your Capital
and Manage Your Wealth. |
