Jeff Burke, Cfp®

Jeff Burke, Cfp® Email and Phone Number

Financial Planning for the 99 Percent| Fee-only fiduciary| Custom financial plans for Pre-Retirees, Tech, Equity Comp, Entrepreneurs @ 7th Street Financial
Jeff Burke, Cfp®'s Location
Chaska, Minnesota, United States, United States
About Jeff Burke, Cfp®

I am a fee-only financial planner based in Chaska, MN serving both local and remote clients. My financial planning services firm, 7th Street Financial, focuses on comprehensive financial planning and is not just an investment manager sending you stock picks. I am proud to be a fee-only fiduciary advisor which means 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. 7thStreet Financial will help you on your unique path with custom advice and plans.My personal experiences include working in finance, IT, owning a small business, owning rental property, executive 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 make you want to seek professional advice are: * Are you within 15 years of retiring and wanting to know if you'll be ready financially?* Are there things you can be doing now or in future years 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?* Do you have proper insurance coverage to protect your assets?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

Jeff Burke, Cfp®'s Current Company Details
7th Street Financial

7Th Street Financial

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Financial Planning for the 99 Percent| Fee-only fiduciary| Custom financial plans for Pre-Retirees, Tech, Equity Comp, Entrepreneurs
Jeff Burke, Cfp® Work Experience Details
  • 7Th Street Financial
    Founder, Financial Planner
    7Th Street Financial Aug 2017 - Present
    Chaska, Mn
  • Land O'Lakes
    Business Systems Consultant
    Land O'Lakes Sep 2011 - Jan 2016
    Arden Hills, Mn
  • 7Th Street Consulting
    Owner
    7Th Street Consulting Mar 2004 - Sep 2011
    Eden Prairie, Mn
  • Hb Fuller
    Consultant
    Hb Fuller Mar 2004 - Aug 2011
  • Cargill
    Business Analyst
    Cargill Jun 1996 - Jul 2004
  • Cargill
    Fsc
    Cargill 1995 - 1996

Jeff Burke, Cfp® Education Details

Frequently Asked Questions about Jeff Burke, Cfp®

What company does Jeff Burke, Cfp® work for?

Jeff Burke, Cfp® works for 7th Street Financial

What is Jeff Burke, Cfp®'s role at the current company?

Jeff Burke, Cfp®'s current role is Financial Planning for the 99 Percent| Fee-only fiduciary| Custom financial plans for Pre-Retirees, Tech, Equity Comp, Entrepreneurs.

What schools did Jeff Burke, Cfp® attend?

Jeff Burke, Cfp® attended University Of Georgia - Terry College Of Business, University Of North Dakota.

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