7th Street Financial is a fee-only financial planner based in Chaska, MN serving both local and remote clients. My focus is on comprehensive financial planning and not just being an investment manager sending you stock picks. I am proud to be a fee-only fiduciary advisor meaning I sell no products and receive no commissions.
My mission is simple. To help my clients make smart financial decisions so they can be in the position to live the life they want. No matter where you are along that path, you can expect my commitment to help you make smart financial decisions. The end goal will be to put you in the financial position to have the life you want.
Every client is different and everyone has different dreams. Your unique combination of family, education, health, life experiences, and interests helps shape you and what you want out of life. 7th Street Financial will help you on your unique path with custom advice and plans.
My experiences include working in finance, IT, owning a small business, owning rental property, receiving equity comp, and sending a child to college. If any of this pertains to you, I have expertise that can help you.
I mostly deal with pre-retirees or those just entering retirement. Some things to think about as you are in that phase that may are:
* Are you within 15 years of retiring and want to know if you'll be ready financially?
* Are there things you can be doing now or in the future to put yourself in a better position for retirement?
* Do you have a plan for how to withdraw your retirement savings and minimize taxes?
* Are your investments appropriate for your risk profile and investing timeline?
* Are your investments in the right type of investment account given how they are taxed?
* Should you be doing Roth conversions?
If you are interested in discussing your situation and understanding what working with 7th Street Financial would be like, use this URL to schedule a free meeting https://calendly.com/jeff-burke/30min
Company Details
- Employees
- 1
- Founded
- -
- Address
- 3027 Sugar Maple Dr, Chaska,minnesota 55318,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.7thstfinancial.com
- Keywords
- Financial Planning, Retirement Planning, Investment Planning, Education Planning, Insurance Planning, Estate Planning, College Planning.
- HQ
- Chaska, Minnesota
7th Street Financial Questions
7Th Street Financial's website is http://www.7thstfinancial.com
7Th Street Financial's LinkedIn profile is https://www.linkedin.com/company/7th-street-financial
7Th Street Financial has
1 employees.
View email and phone details for 1
employees at 7Th Street Financial.
7Th Street Financial's industry is
Financial Services
7Th Street Financial's top competitors are
Loews Hotels & Co,
Knall-Cohen Fund - Indiana University,
Be The Match,
National Basketball Association (Nba).
7Th Street Financial's categories are Financial Services
7Th Street Financial's founding year is 2017
