Certified Financial Planner®, Certified Student Loan Professional®
HCP Wealth Planning
Owner | Financial Planner
Fee-Only financial planner, located in Jacksonville, FL but I leverage technology to be able to work with clients anywhere
Meet Kevin Burkle
I empower early and mid-career healthcare professionals to clarify their goals and priorities, take action, and achieve financial wellness. I leverage technology to work virtually with clients all across the country. Being married to an ICU nurse who works 12 hour shifts, I know how challenging it can be for healthcare professionals to have the time and energy to focus on their own well-being, when they focus so much on their patients at work and their family at home. I am dedicated to helping you you overcome the anxiety and inertia that comes from having to juggle multiple financial goals like saving for retirement, paying off student loan debt, and buying a house. My client experience is highly educational and collaborative. We will spend a lot of time up front helping you define what things in life truly bring you the most fullfillment. We will then work together to craft a plan that is agile and that we will continue to adapt to your life's changes. The current financial inudstry model is sales based, lacks transparecy, and is ineffective in helping clients achieve all their goals. Lucklily there is a growing movement of advisors who are leading the charge in providing a better experience and HCP Welath Planning was created to be a part of that movement.
1)Our pricing model allows us to work with anyone, not just wealthy baby boomers.
2)Rather than be fearful that one day technology will replace what we do, we love to embrace it to make our client experiences even more effective.
3) We offer the type of scheduling and communication flexibility that the hectic lives of a healthcare professional require
4) Our planning process puts you in the driver’s seat. We recognize that while we may have professional expertise, you are the expert on your own lives. We unite the two so that we can make good decisions together
5) While our comprehensive planning addresses all your goals and priorities, not just your investments, we collaborate on tasks one at a time so we can gain momentum and celebrate small victories. Doesn’t that sound more fun than getting overwhelmed with a plan that tries to tackle every single thing all at once?
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Contact Kevin Burkle
Jacksonville, FL 32266