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RetireesPre-RetireesTax Planning

Beau Kemp

SwitchPoint Financial Planning
Price Range: $6,000 - $20,000 annually

I've spent my career helping people prepare for and achieve retirement. I see every retirement plan as a chance to connect with someone’s story.

I love helping people make sense of what they’ve built and shaping a plan that reflects what matters most to them. My mission is to help clients enjoy retirement without financial stress. I do this by actively listening to their goals and concerns, then crafting a plan tailored to support the life they envision.

Some of my most rewarding moments have come from encouraging clients to spend more, empowering them to create lasting memories with the people they love.

SwitchPoint was a pioneer in offering comprehensive retirement planning and investments for a flat fee. Since 2016 we've helped dozens of clients retire successfully and we're building a team to ensure our clients continue to receive the same great service they've come to expect, for decades to come.

Born and raised in Chandler, Arizona, I still call it home. My wife and I stay busy raising our two young sons, and I enjoy strength training and archery whenever time allows.