Fee-Only Financial Planners in Burlington, IA

A Fee-Only Financial Planner can help you in all aspects of your financial life - comprehensive financial planning, retirement planning, investment management, insurance analysis, and more. From the simple to complex, a Fee-Only Financial Planner can help you work toward your objectives.

Fee-Only Financial Planners in Burlington, IA:

Kent Schmidgall

CFP®

Buckingham Strategic Wealth

Burlington, IA

Specialties: Comprehensive Financial Planning, Tax-efficient Investment Management, Retirement Planning and Analysis, Social Security Planning, Insurance and Risk Management, Long-term Care Planning, Estate and Legacy Planning, Charitable Giving Strategies, Behavioral Coaching

Forever standing on the side of our clients.

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    Fee-Only Financial Advisors never earn commission or sell investment products.

    Fee-Only:
    Compensated only by the client without earning commission of any kind for product sales or referrals.

    Fiduciary:
    Legally sworn and obligated to always place the interest of the client ahead of their own.

    Independent:
    Not affiliated with any brokerage firm, bank, or insurance company.


    Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)

    NAPFA Consumer Tools PDF

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