Kevin Burkle, CFP®, CSLP® HCP Wealth Planning

Contact this advisor

About Kevin Burkle, CFP®, CSLP®

As a flat-fee financial advisor, I provide advice-only financial planning to young professionals and pre-retirees. Through my “Map Your Wealth” Process, you get holistic, unbiased advice, without being required to have me manage your investments. I’ll help you gain the confidence and clarity that comes from partnering with a CFP® who will help you save and invest smarter, optimize income and savings, and minimize taxes.

My “Map Your Wealth” Process consists of six to seven virtual meetings where I provide highly personalized financial advice and education. Since I don’t manage investments or sell products, you can be confident that I don’t have any hidden agendas which may provide me a financial motive to steer you in any one direction.

The “Map Your Wealth” process is extremely thorough. Because of this, I am only willing to partner with a maximum of four new households per month in order to make sure I provide an exceptional planning experience. If you are considering partnering with us, please make sure you currently have the time and the drive to take a deep dive into your financial life.

Contact this advisor

Recently Published

You've Been Told Owning a Home Is Better (Financially) Than Renting. But Is That True For Everybody?

March 3, 2021

Is it better to buy or rent? This decision can vary for everyone, consider these advantages and disadvantages for each.

Read the full post →

Should You Make Roth 401k Contributions When You Have Student Loan Debt

February 22, 2021

Read the full post →

Trying to Supersize Your Retirement Savings? A Mega Backdoor Roth IRA Conversation Could Come in Handy

February 4, 2021

Mega backdoor Roth IRAs are complicated retirement savings strategies. But for the right person, they could offer a big tax advantage.

Read the full post →

Visit the blog →

Ideal Clients

  • Advice-Only
  • Medical Professionals
  • Young Professionals

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee

Fee Options

  • Monthly Fee: $300+/mo
  • Flat Fee: $1800+/engagement

SEC Records