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Ken Rumbaugh, Inc.

Ken Rumbaugh, Inc.


Many of Ken's clients are hands-on owner-operators of their business or practice. They know the value of delegation and want to fundamentally understand each financial move's merit.

By communicating and explaining the mechanics behind legal and investment rules and regulations, Ken makes everything understandable and gives clients a voice in the planning. He works for them; his plans are custom-crafted to suit their lives and priorities by serving their needs first.

Knowledge is power. It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your future.

As a financial professional, I am committed to helping people just like you create solutions for their retirement assets. Once I understand your risk tolerance, time horizon, and goals, I’ll work diligently to develop a program that carefully balances investment strategies with preserving principal.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. I work closely with my clients to evaluate those opportunities and get in a position to reap those rewards. I enjoy helping people build a solid financial foundation for the future.

I invite you to check out all the material on my website. If something prompts a question, please send me a quick email or call my office. I would enjoy speaking with you.