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Services Consulting & Advisory

Wealth Management

Kemper Capital Management, a subsidiary of Kemper CPA Group, provides wealth management to our clientele through investment consulting and advanced planning services. Our experienced team of financial professionals include those with the CFP®, CPA, and CFA designations. This expertise enables us to provide a comprehensive approach to planning and customized solutions to our clients.

If now is the time to plan for your financial goals or if you want a second opinion on your current plan, we welcome the opportunity to provide you with an initial consultation.

For an initial consultation, please contact us at one of our listed offices.

Retirement Planning
  • Retirement income planning strategies
  • 401(k), IRA, and rollover guidance
  • Social security planning considerations
  • Retirement savings and distribution planning
Estate & Legacy Planning
  • Estate planning strategy coordination
  • Wealth transfer and legacy planning
  • Charitable giving strategies
  • Coordination with legal and tax advisors
Financial Planning
  • Comprehensive financial planning and goal setting
  • Cash flow and net worth analysis
  • Education and savings planning
  • Insurance and risk management review
Investment Consulting
  • Portfolio design and asset allocation
  • Investment selection and performance monitoring
  • Ongoing portfolio review and rebalancing
  • Risk tolerance and investment strategy guidance

Our Wealth Management Advisors

Kemper has Wealth Management advisors ready to help! Get in touch and let's get started.

Brian Bouillet
, 
CLU®
Member, Financial Advisor
Vincennes, IN
Chris Frizzi
, 
CFP®
Member, Financial Advisor
Modesto, CA
Shawna Horne
Member, Operations & Compliance Officer
Evansville, IN
Jolene Johnson
, 
BFA™, CPFA®
Member, Financial Advisor
Marion, IL
Thomas Moore
, 
CFP, CPA
Member, Financial Advisor
Robinson, IL
John Porter
, 
CFA®
Member, Financial Advisor
Evansville, IN
Benjamin Russell
, 
CFP®
Member, Financial Advisor
Evansville, IN
R Justin Smith
, 
CPA, CFP®, CFA®
Member, Financial Advisor
Greenfield, IN
W Kent Thomas
Member, Financial Advisor
Robinson, IL
For more information, visit our website:
www.kempercapitalmanagement.com
Advisory services offered through KCPAG Financial Advisors LLC and insurance services offered through KCPAG Insurance Services LLC, subsidiaries of Kemper Capital Management LLC. Tax services offered through Kemper CPA Group LLP.
Questions? Need assistance? We can help!
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