Kevin Burkle
- CFP®
- CSLP®
HCP Wealth Planning
Jacksonville, FL
Contact Kevin
Kevin can help you with
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Investment Analysis
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Retirement Planning
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Employee Benefits
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Tax Optimization
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Insurance Planning
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College Planning
Kevin specializes in
- Early Retirement
- Financial Independence
- Couples
- DIY
- Have Children or Dependents
Expertise
- Investment Analysis and Planning
- Portfolio Guidance
- Retirement Planning
- Social Security Planning
- Benefits and Compensation Planning for Employees
- Tax Efficient Withdrawal Planning
- Tax Optimization
- Insurance and Risk Management
- Self Employed Health Insurance Planning
- Estate and Legacy Planning
- Charitable Giving
- Cash Flow Analysis
- Budgeting
- Debt Management
- Student Loan Repayment
- Saving and Investing for College
- Financial Behavior and Wellness Education
- Life Event Planning
About
Why Did I Start HCP Wealth Planning?
The longer I've been in the financial advice industry, the more it has become clear to me that it needs to change if advisors ever want it to be a truly trusted profession. When I made the decision to found HCP Wealth Planning, I embarked on a mission to create a more effective financial planning experience that eliminates the sales-based advice and conflicts of interest that plague our industry. That's what led me to a flat-fee model. Since I'm married to a registered nurse, and I'm the son of a nurse and pharmacist, HCP Wealth was initially created to help healthcare professionals achieve their financial goals. Since then, we have expanded access to our services to anyone who believes in the value of receiving custom financial advice from an experienced fiduciary.
My Background
I grew up in North Carolina, but I currently live in Jacksonville, FL with my wife Melissa, our daughter Cameron, our son Julian, and our mini schnauzer, Louie. My passion for finance began in high school when I started following the stock market just before the dot-com crash and quickly learned the importance of diversification. Eventually, this led me to obtain a degree in finance from North Carolina State University. Upon graduation, I spent the next twelve years working for one of the major brokerage firms where a lot of my time was spent providing financial advice to employees of some of the largest hospital systems in the country.
I live close to the beach and I love to simply spend time out there with my family and friends. I'm a die-hard football fan (still working on turning my wife into the same) and I actually do enjoy going on long runs on a regular basis. The past few years I've been attempting to make myself a better cook and I really enjoy trying out new recipes. Any time spent playing with my children is my favorite part of each day.
Who Do I Help?
I offer two unique flat-fee service models that are designed to help you achieve financial clarity and independence. Clients who work with us are seeking custom financial guidance from a professional they can trust. Together, we work towards organizing your financial life and defining short and long-term goals. We then create a plan that continues to adapt and grow with you as you experience significant life events and you go from growing your family and career to transitioning to retirement.
What Are My Designations?
I became a CERTIFIED FINANCIAL PLANNER™ (CFP®) in 2012. After that, I realized just how much my generation is struggling with student loan debt. It also became clear that there are not a lot of financial advisors out there who are qualified to help with what is increasingly becoming the number one financial priority for medical professionals. I wanted to make sure I had the expertise to competently identify the best student loan debt strategies for my clients, so I became a Certified Student Loan Professional (CSLP®).