Sarah Mitchell, 43 | Primary goal: retirement planning, tax efficiency, legacy planning, and lifestyle flexibility

Sarah is a partner at her law firm with a strong income and considers herself financially savvy. 

However, two years ago, she separated from her husband and felt that she had a gap in her financial plan. Her goal was to protect her financial independence while planning for her child’s future.

The Challenge:

Sarah was aware of her financial gaps, but wasn't confident in her ability to close them herself. She faced a complex tax situation, lacked a coordinated investment strategy, and wasn't sure where to deploy her extra dollars.

Plus, she knew that her current strategy of investing in her child's 529 Plan and UTMA account wasn't as effective as it could be.

The Approach:

Through several recommendations, Sarah found Kelly Kemp at Kemp Capital Advisors. Sarah felt that Kelly understood her struggles - both personal and financial - and decided to partner with Kelly because of her personal approach and wealth of resources from LPL Financial.

A Personalized Plan:

Kelly helped Sarah work towards:

• Creating a strategy that utilized her variable income effectively.
• Collaborating with her CPA to optimize her tax plan.
• Refreshing her estate plan and long-term retirement vision.
• Optimizing her child's 529 and investment plan.
• Creating a retirement roadmap that was flexible, yet personal.

Disclaimer: The above case studies are hypothetical and do not involve an actual Kemp Capital Advisors client. No portion of the content should be construed by a client or prospective client as a guarantee that he/she will experience the same or certain level of results or satisfaction if Kemp Capital Advisors is engaged to provide investment advisory services.