Kevin Burkle
CFP®, CSLP®
HCP Wealth Planning
Owner | Financial Planner
Kevin Burkle
CFP®, CSLP®
HCP Wealth Planning
Owner | Financial Planner
As A Flat-Fee, Advice Only, Financial Planner, I'll help you create a hyper-personalized roadmap for your financial future, without requiring that you have me manage your investment portfolios. Optimize Current And Future Income | Save And Invest Smarter | Minimize Taxes - Kevin Burkle, CFP®, CSLP®
Flat Fee, Advice-Only financial planner. I'll help you create a detailed roadmap for your financial future without requiring you to have me manage your assets.
Kevin Burkle is a Flat-Fee, Advice-Only financial planner in Jacksonville, FL. Through his "Map Your Wealth" Process, he helps you gain the clarity, confidence, and peace of mind that comes from optimizing your current and future income, making smart investment decisions, and minimizing taxes. 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 CHP Wealth Planning in Jacksonville, FL.
I am an advice-only, flat-fee Certified Financial Planner™. I will help you create a hyper-personalized roadmap for your financial future, without requiring you to pay me on an ongoing basis to manage your assets. I'll help you optimize current and future income, save and invest smarter, and minimize taxes. I have all 5-star reviews on Google which you can read here.
HCP Wealth Planning is a Flat-Fee, Advice-Only Financial Planning Firm That Partners with Pre-Retirees and Young Professionals To Create A Detailed Roadmap For Their Financial Future Through It's "Map Your Wealth" Planning Process
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Cash Flow Analysis
- Unbiased Rollover Advice
- Student Loan Planning
- Tax Planning
- College Education Planning
Ideal Clients
- Pre-Retirees
- Young Professionals
- Early Retirees
- Healthcare Professionals
- Growing Families
- Sudden Money Situations
- Novice Investors
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.
Contact Kevin Burkle
Office Locations:
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13740 Hidden Oaks Ln
Jacksonville, FL 32225
