Precedent Financial Strategies

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Precedent Financial Strategies

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Precedent Financial Strategies is an investment advisor to high-net-worth clients, managing family wealth through diversified asset portfolios, tax strategies, and estate planning.

20/02/2026

Real wealth is:

Health.
Presence.
Love.
Peace of mind.

When money becomes the goal, not the tool, the chase becomes endless.

05/02/2026

Precedent Financial Strategies Welcomes Tavia Morgan as Assistant Director of Operations

February 5, 2026 — Precedent Financial Strategies announced today that Tavia Morgan has joined the firm as Assistant Director of Operations, further strengthening the firm’s operational infrastructure and commitment to high-touch client service. Her role also extends to our non-profit work at the RX Building in Rushville, Indiana.

In her role, Tavia will support the firm’s day-to-day operations, client service workflows, and internal processes — helping ensure consistency, responsiveness, and scalability as Precedent continues to grow. She brings a strong background in operations, coordination, and ex*****on, with experience supporting professional teams in detail-driven environments.

“Tavia brings the kind of operational mindset we value — organized, proactive, and deeply client-focused,” said Kenneth Klabunde, Founder and Managing Principal of Precedent Financial Strategies. “Her addition allows our team to spend more time where it matters most: working directly with clients on thoughtful, long-term planning.”

Tavia’s experience spans operational support, cross-functional coordination, and process improvement. She is known for her ability to bring structure to complex workflows while maintaining a steady, service-oriented approach.

Tavia is a graduate of Taylor University and a resident of Rush County, Indiana. She is deeply rooted in the local community, has a love for local coffee shops, and has been actively involved in the work at the RX Building in Rushville. That connection — serving the community and investing in people — is very much aligned with the values of the firm.

Precedent Financial Strategies defines wealth as a life well-lived and views money as a tool to support that outcome. The firm provides long-term investment management, income planning, tax strategy, estate planning coordination, and disciplined risk management for individuals and families.

Precedent Financial Strategies is an independent, fiduciary wealth management firm focused on sustainable wealth and long-term stewardship. The firm partners with clients to align financial decisions with the lives they want to live—today and over generations.

For more information, visit PrecedentStrategies.com

31/10/2025

We are excited to be sponsoring this intimate classical candlelight concert in our hometown of Rushville, Indiana! Experience music as it was meant to be performed — in community with friends and neighbors. Well worth the drive from anywhere in the Indianapolis to Cincinnati corridor.

Come join the City of Rushville and the Heart of Rushville at The Princess Theatre for a magical evening filled with beautiful music and festive cheer. Get ready to be swept away by the enchanting melodies performed by talented musicians in a cozy candlelit setting.

Immerse yourself in the spirit of the season as we celebrate the joy and wonder of Christmas together. Whether you're a music lover or simply looking for a heartwarming experience, this concert is sure to delight all who attend.

Don't miss out on this special event that promises to create lasting memories and warm your heart. Spread the word, bring your loved ones, and let's make this Christmas season one to remember!

Tickets can be purchased at the City Center and on Eventbrite.
https://www.eventbrite.com/e/christmas-candlelight-concert-tickets-1935992278019?aff=oddtdtcreator

Address

Opening Hours

Monday	08:00 - 17:00
Tuesday	08:00 - 17:00
Wednesday	08:00 - 17:00
Thursday	08:00 - 17:00
Friday	08:00 - 17:00

Website

https://precedentstrategies.com/

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