Kevin Burkle

CFP®, CSLP®

HCP Wealth Planning

Owner | Financial Planner

Kevin Burkle

CFP®, CSLP®

HCP Wealth Planning

Owner | Financial Planner

Do you plan to retire before 65? Are you seeking comprehensive financial advice without having to pay expensive ongoing portfolio management fees? For a simple, flat fee, I'll help you create a detailed roadmap for your financial future. Don't hire an advisor without reading about why flat fees make more sense on my website. - Kevin Burkle, CFP®, CSLP®

For a simple, all-inclusive fee of $2400, over the course of three to four meetings, I'll help you create and implement a comprehensive plan for early retirement

Kevin Burkle is a Flat-Fee, Advice-Only financial planner in Jacksonville, FL.  He specializes in helping people who want to retire early. His unique flat-fee pricing model helps to eliminate the many conflicts of interest that exist in the popular Assets Under Management (AUM) pricing model that most advisors use. Read about the Flat-Fee advantage here.

HCP Wealth Planning has all 5-Star Google Reviews which you can read here. None of the clients were compensated, nor were there any conflicts of interest that impacted these clients' reviews.

Kevin Burkle, CFP®, CSLP® is a fee-only financial planner and owner of HCP Wealth Planning in Jacksonville, FL.


Do plan to retire early? For a simple, flat fee, I'll help you create a hyper-personalized roadmap for your financial future, so you can be confident you won't have to sacrifice your lifestyle now or in the future. I have all 5-star reviews on Google which you can read here.

Do You Want To Retire Early With Confidence? HCP Wealth Planning Is A Flat-Fee Financial Planning Firm That Specializes In The Unique Planning Needs and Opportunities Of People Who Want To Make Work Optional Before 65.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Early Retirement Planning
  • Tax Planning
  • Retirement Income Planning
  • Unbiased Rollover Advice
  • Cash Flow Analysis

Ideal Clients

  • People On The Verge Of Retirement
  • Young Professionals
  • Early Retirees

Working Together

  • Virtual Meetings
  • Flexible Scheduling Including Nights and Weekends
  • No Conflicts Of Interest
  • No Product Sales
  • No Referral Fees
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • XY Planning Network
    Kevin Burkle is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

  • Certified Financial Planner (CFP)
    Kevin Burkle is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • Financial Planning Association
    Kevin Burkle is a member of The Financial Planning Association® (FPA®)

    FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.

  • Certified Student Loan Professional (CSLP®)
    Kevin Burkle is a Certified Student Loan Professional (CSLP®)

    Financial Advisors having earned the Certified Student Loan Professional designation (CSLP®) understand the complexities of the student loan repayment options and have the advanced knowledge required provide to high quality student loan repayment planning advice within the scope of a holistic financial plan.

Contact Kevin Burkle

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Office Locations:

  • 13740 Hidden Oaks Ln
    Jacksonville, FL 32225

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