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Our Services

Advanced Planning

Our process is simple – you are the focus. We gather the necessary information and help you put a plan in place to work towards making your goals a reality. We include your investments, risk management, tax effects, and bequests in your unique plan. 

Our experienced team of financial professionals works to protect your future by creating a custom investment or risk management strategy designed to help you meet your current financial needs, as well as your long-term investment objectives.

Investment Consulting

We believe investors have a natural tendency to invest based on emotion. Some money managers subscribe to the same approach, seesawing from one market segment to the other, often in a frenzy to buy and sell, and not always mindful of the risks, costs, or tax consequences.

Our investing philosophy takes what we believe to be a different, more rational approach. It’s built on the collective thinking and research of Nobel Laureates and some of the most respected academics in modern history. The result – what we believe is a more focused and disciplined investing experience.

Insurance Solutions

Don’t waste money on inappropriate or ineffective insurance. We will assess a broad range of insurance products to find the coverage that’s appropriate for you. Our insurance services include:

  • Policy Review Process
  • Business Succession
  • Estate Planning
  • Trust Owned Life

Retirement Planning

Originally created as a means to supplement company sponsored pension plans, defined contribution plans, such as the 401(k) plan, have become one of the most important tools available to help today’s employees save for a secure and comfortable retirement. Our comprehensive retirement strategies provide access to sophisticated, low cost investment options. Our program is also completely fee transparent, so you have a clear understanding of what you are paying for in every aspect of your plan. 

Contact Kemper Capital Management LLC to get started on achieving your financial goals.