Dr. Arthur McEwen, 55 | Primary goal: retirement planning, tax efficiency, and practice ownership transition

Arthur is a cardiologist who recently opened his own practice. He loves the freedom, but is busier than ever.

To help protect his new practice and his family's finances, he thought it was time to start working with a financial advisor.

The Challenge:

Even though Arthur is a high-earning cardiologist, he faced several financial hurdles:

• Limited time for planning
• Lingering student loan debt
• Exposure to liability risks
• Inefficient tax strategies.
• Scattered financial accounts

The Approach:

Arthur started his search for an advisor who specialized in working with physicians like him. 

He found Kemp Capital Advisors via a Google Search for his local area. After an initial call, he decided to sit down in person, where his goals were clearly documented, and a personalized plan was starting to come to fruition.

A Personalized Plan:

Kemp Capital Advisors prioritized Dr. Arthur’s goals with this strategy:

• Use cash reserves to eliminate the lingering student loan debt.
• Organizing his assets and accounts for full visibility into his financial standing.
• Reducing potential taxes through charitable strategies.
• Discussed insurance needs to protect his new practice and family's finances.
• Creating a personalized, long-term plan.

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.