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
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Kevin Burkle is a Member of the XY Planning NetworkThe 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.
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Kevin Burkle is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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.
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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.
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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.
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Kevin Burkle is Quoted on Money: "5 Tips for Investors After the Stock Market's Worst Year Since 2008"
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Kevin Burkle is Quoted on CNBC: "There’s still time to reduce your 2022 tax bill with these last-minute moves"
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Kevin Burkle is Quoted in MarketWatch: "How financial advisers can talk about their fees so clients understand just how much they’re paying"
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Kevin Burkle is Quoted in Forbes: "Should I Use My Stimulus Check To Pay Down My Student Loans?"
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Kevin Burkle Contributes Financial Content to trusted
Contact Kevin Burkle
Office Locations:
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13740 Hidden Oaks Ln
Jacksonville, FL 32225
