Kevin Burkle, CFP®, CSLP®
Flat Fee Financial Planner For Early Retirement
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HCP Wealth Planning
Kevin Burkle, CFP®, CSLP®
Rate this
Advisor
Jacksonville, FL
Serving Clients Nationwide
Flat Fee Financial Planner For Early Retirement
Areas of Focus
- Family and Money
- Financial Life Planning
- Prioritizing Money
- Retiring Early (F.I.R.E)
- Saving
- Taxes
About Me
Want to retire before 65? Don't want to pay expensive portfolio management fees? If you partner with me, Kevin Burkle, we'll address the unique challenges and opportunities involved when people plan to retire before being able to benefit from Social Security or Medicare.By the time we are finished, you will know how to stay on track to pull the trigger on an early retirement without wondering if you will ever have to sacrifice your lifestyle now or in the future.
Rather than making you pay portfolio management fees that could cost you thousands of dollars a year, I charge a simple flat fee. As part of the planning process, I'll teach you how to simplify and manage your own investments so you can save time and money.
Professional Designations
- CERTIFIED FINANCIAL PLANNER™ Professional
Affiliations
-
Fee Only Network
- Financial Planning Association
- XY Planning Network
- Financial Planning Association
Primary Location
437 Pablo Point Dr, Jacksonville, FL 32225, USA
Meeting Options
- Video Conference
- Phone
Compensation Methods
- Advice-Only
- Flat Fee
- One-time Financial Plan
What to expect in the first meeting
When you first schedule a complimentary video meeting, I'll email you a Financial Life Priorities Questionnaire for you to complete. This will help you really think through what your top financial priorities are. Don't worry, I won't force you to provide me with any account balances or financial details yet. We'll then conduct our scheduled meeting so we can discuss your questionnaire and planning priorities in more detail. Towards the end of our meeting, I'll give you a step-by-step tour of my planning experience. This meeting is all about you. My entire objective is to provide you with enough information for you to decide if we are a good fit for each other. If we are, great! I'll be excited to get started. If not, no worries, I'll do my best to refer you to another flat-fee financial planner who may be better suited to help you.About our Firm
HCP Wealth Planning: Personalized Financial Planning And Implementation Without Requiring That You Pay For Ongoing Portfolio ManagementHobbies and Interests
- Beach
- Cooking
- Family
- Football
- Sports
Who We Serve
- Baby Boomers
- Couples
- DIY Investors
- Financial Independence Retire Early (FIRE)
- Gen X
- Gen Y / Millennials
- Healthcare Professionals
- Young Families
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
Write a Review
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5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 8, 2024
Kevin is an excellent financial planner. My spouse & I had already set up retirement accounts, 529s, life insurance, etc based on our own research, but we needed someone to double check our assumptions, fill in any gaps, and tie it all together into a long-term plan. Kevin's flat fee model made sense for our situation. One aspect of his approach that I particularly appreciate is his ability to tailor his coaching & advice to each individual. On matters where we were well educated, Kevin discussed with us like a true partner. On topics that we were unfamiliar with, Kevin patiently coached us. Throughout our engagement, he was gracious, professional, flagged outliers in our finances without judging our life decisions. My spouse & I walked away with much more clarity & confidence in our financial future, which is exactly what we were seeking. We felt like we not only gained a key advisor who unlocked important life goals for us, but also a new friend. Hope to see you in person someday, Kevin!
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 20, 2024
Kevin was great to work with. Very patient and helpful as we worked through the process of setting up our financial plan. Always timely in getting back to me and letting us work at our own pace. I appreciate his approach of charging a flat fee for his services and giving us the tools needed to implement our plan, but also being available down the road (at a reasonable hourly charge) if something changes and we need additional help.
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 25, 2024
I highly recommend Kevin. He is professional, knowledgable, and has helped me and my family tremendously as we are planning for the future.
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 4, 2024
I would give Kevin 10 stars if I could! He was so easy to work with and extremely thorough in all his financial advice. He made sure my husband and I understood everything and was always open to questions throughout the process. We were blessed to have found him!
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
May 5, 2024
I needed a financial advisor to check my F.I.R.E. calculations, but wanted a fee-only advisor that was a true fiduciary. Kevin was perfect for me. He helped me think through scenarios that I had not factored in, while also stress testing my finances and running various scenarios for my property portfolio (selling vs. keeping). More importantly, I have access to online software where I can change my situation easily to model different lifestyle choices as my life changes, and see those impacts immediately. It was exactly what I needed. Ultimately, his fee was affordable and I now have the peace of mind that I can move forward with my desired plan. Highly recommend.
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Mar 16, 2024
Highly Recommend:
We were really comfortable with Kevin. I knew my retirement numbers were in pretty good shape but wanted some validation of my plans, and some guidance in deciding between some alternative options going forward. I also knew I wanted a fee only financial planner who was not trying to take over management of our funds. Kevin fit the bill with his low cost one fee program.
Using a highly detailed financial software tool, Kevin was great in helping us to generate and test various goals through the tool. When I wanted to test options, such as comparing whether to pay off a mortgage early or buy a vacation home out of state, Kevin patiently created what I called the "tiles" in the software for each goal. Once the tiles were created, it was easy to test the probability of success in never running out of money while factoring these goals together or in the alternative.
We live in Missouri and Kevin lives in Florida. This was not an issue as all meetings took place over Zoom video conference calls. Prior to each meeting, Kevin sent us a calendar invite where we chose the meeting times (usually evening) best for us. At the conclusion our meetings and setting up the financial tool, we concluded that we could retire immediately instead of two years down the road.
I have already shared Kevin's contact information and process with three of my co-workers and my daughter, and I will continue to spread the word as Kevin offers such a great value and service to his customers. It is great having the extra validation of our financial future. Thank you so much Kevin.
Chris and Laurie
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Mar 16, 2024
Highly Recommend:
We were really comfortable with Kevin. I knew my retirement numbers were in pretty good shape but wanted some validation of my plans, and some guidance in deciding between some alternative options going forward. I also knew I wanted a fee only financial planner who was not trying to take over management of our funds. Kevin fit the bill with his low cost one fee program.
Using a highly detailed financial software tool, Kevin was great in helping us to generate and test various goals through the tool. When I wanted to test options, such as comparing whether to pay off a mortgage early or buy a vacation home out of state, Kevin patiently created what I called the "tiles" in the software for each goal. Once the tiles were created, it was easy to test the probability of success in never running out of money while factoring these goals together or in the alternative.
We live in Missouri and Kevin lives in Florida. This was not an issue as all meetings took place over Zoom video conference calls. Prior to each meeting, Kevin sent us a calendar invite where we chose the meeting times (usually evening) best for us. At the conclusion our meetings and setting up the financial tool, we concluded that we could retire immediately instead of two years down the road.
I have already shared Kevin's contact information and process with three of my co-workers and my daughter, and I will continue to spread the word as Kevin offers such a great value and service to his customers. It is great having the extra validation of our financial future. Thank you so much Kevin.
Chris and Laurie
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Feb 10, 2024
Kevin is great to work with and I would highly recommend him to anyone looking for a fee-only wealth planner. He is responsive, knowledgeable, and flexible and manages to make what could be a very complex process much simpler and understandable.
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Dec 18, 2023
Kevin was immensely helpful in setting up our family with the knowledge and tools to handle our financial needs. He covers everything from budgeting to investments and retirement planning. We were able to ask numerous questions, and he broke down each step for us as much as we needed, which was invaluable for people unfamiliar with the investment world.
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Nov 24, 2023
Incredibly valuable experience. Helped us get our financial house in order and make plans for the future. Incredibly easy to work with, responsive, clear, and patient. Highly recommend!! 5/5!!
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 30, 2023
Had a great experience has a client. Kevin was flexible with appointments, knowledgable about questions I had (as well as honest if he didn't have a confident answer), and helpful setting me up to succeed financially (teach how to fish). Would recommend to family friends.
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 27, 2023
I am a newly graduated doctor.
Kevin has set the bar and continually exceeded it from day 1.
There are seriously life changing pieces of guidance and advice that otherwise would have never been accomplished.
He is a professional, trustworthy, and honest person.
I feel secure in my financial future as a result of seeking his expertise.
Do not think twice about it , it is totally worth it!
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 13, 2023
Kevin was SO helpful to our financial planning for our future as a family! We HIGHLY recommend his services!!
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 4, 2023
If you are looking for true financial planning that will show you the path to your retirement goals, then look no further. Kevin's financial planning services are second none and he is a consummate professional. Kevin himself sums it up perfectly on his website here: https://hcpwealth.com/why-flat-fee-financial-advisors. When you are finished with the engagement you will have concrete steps to take in order to achieve the plan. HCP Wealth Planning deserves 6 stars.
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
May 18, 2023
Kevin has been an extremely value resource for our family. Apart from his second-to-none knowledge about financial planning, he is just a great guy. Throughout our process with him, we was extremely responsive, respectful to our goals, and willing to answer any questions that we had for him (even if they were "novice" in nature). It's very clear that he's in this business to serve others, and he quickly became a trusted partner to us. We are very happy we decided to contact him, and would have zero reservations referring him to our closest friends and family.
He has a knack for working with families, as he is a family man himself. My wife and I are far more confident and comfortable with our finances after working with him. Since we have completed our sessions with him, we now feel like we can "take the wheel" ourselves. We were blown away with his service. He made the process so easy, and did most of the heavy lifting himself.
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 22, 2023
Can’t say enough about how much we appreciate Kevin’s input, perspective, and guidance. He is incredibly knowledgeable in the financial planning space and works hard to provide a comprehensive assessment of the inputs needed to make informed decisions. When we had a major decision to make on a short timeline, Kevin was incredibly flexible in adjusting his schedule to ensure we had the right inputs to help guide us. We highly recommend HCP Wealth Planning to those looking to secure a comfortable retirement or make sound financial decisions!
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Feb 14, 2023
My wife and I engaged Kevin's services in the winter of 2022. I thought I had a good grip on our finances until we met him. He was able to use visual aids to explain our current situation and what levers we can pull to alter our path. He shed light on some strategies that helped us make considerations on our financial future and encouraged me to step outside my comfort zone to consider ways to optimize my finances.
I'm thankful that he wasn't afraid to have tough, yet enlightening, conversations to help give us a full picture of our strategy going forward. Be prepared to have open and honest conversations about spending, saving and retirement.
I would recommend Kevin to anyone who is serious about taking measurable steps forward in their retirement journey, and aren't afraid of doing a little work in the process. Kevin is competent, patient, focused, and a deep thinker. He changed our lives for the better.
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Feb 10, 2023
Kevin was great to work with, he is very knowledgeable and helped me answer all the questions I have had for years. He helped me design a plan which is helpful in retirement planning. I would strongly recommend Kevin as a financial advisor.
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 12, 2023
I started working with HCP Wealth Planning as a project based customer, meaning we paid a one time flat fee for a comprehensive analysis and plan of all our financial goals. I found Kevin through a referral made to my friend and I'm so grateful that he shared this information with me. I didn't know Project based planners exist, and this is a phenomenal service for a flat fee. Unlike percent based or annual fee based planners, Kevin is incentivized to provide the best service and prop you up so that you're self sufficient.
Working with Kevin is easy, not only is he extremely responsive by email, he has made himself available to meet on weekends and after work hours. He uses an electronic platform which allows you to easily visualize your financial plan, and see how your projections improve or change based on your selected changes to salary, expenses, market performance, etc. Kevin is also incredibly thorough and its worth all the information he requires you to dig up. He is also able to create multiple scenarios based on what your approach might be.
Whether you are financially savvy or a novice, having an expert set of eyes look at your current finances has a lot of potential for revealing possibilities you might be unaware of or not considered.
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 9, 2023
I was on the hunt for a financial advisor to find out if my husband and I can afford retirement. I sat down with various types of financial advisors, some even connected with the bald guy, and all of them are only interested in two things: the size of our portfolio (one of them requires a $1M portfolio), and all of them work using the AUM model, who gets paid based on the size of your portfolio, whether it earns or not.
We went with Kevin of HCP Wealth Planning and we’re so glad we did. Here’s what we got working with him:
1. He is a flat-fee financial advisor, meaning it doesn’t matter what the size of your portfolio is.
2. Great communication via email and virtual meetings. No question was left unanswered.
3. Clarity of our financial picture. We found our biggest money drain.
4. He will make you work by making you visualize and plan what you want to do from here on out, up to the time you retire, and during retirement.
5. His financial software and the cash flow analysis allowed us to see our net worth, and gave us the picture of our spending plan now and during retirement.
6. A withdrawal plan that will put more money in your pocket.
7. Various appointment schedules that will work with your work schedule.
8. Financial literacy. There are no stupid questions when it comes to your hard-earned money, and he answered them all patiently.
9. Peace of mind knowing that we can retire earlier than 65, even pay for health care coverage outside of our employment before Medicare kicks in, even long-term care services.
10. He is not a pushy salesman who makes you buy other financial stuff. He will not make you put your money into an IRA that other financial planners want you to do so they dip into your money (the AUM model).
I can go on and on. If you are looking for a financial planner who has your best interest at heart, you will not regret getting his services.
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Dec 21, 2022
Kevin has been great to work with. If you are looking for a fee only advisor check him out.
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 10, 2022
We can't say enough about how impressed we were with Kevin Burkle and HCP Wealth Planning. We were reluctant at first to take a deep dive into our finances but the comprehensive approach to planning for the future has given us great peace of mind. We were specifically looking for a fee-only advisor, not ongoing investment management. Kevin was generous with his time and helped through every step of the process. We now have a clear and detailed analysis of our current situation and what our financial future looks like. Kevin encouraged us to imagine all future wants and showed how they can be acheived, and we have access to a digital planner going forward so we can tweak it to fit future changes. It was honestly one of the best financial planning experiences we've had in 40+ years of investing, and well worth the very reasonable fee.
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 10, 2022
Very impressed and happy with Kevin Burkle’s services. As long-time savers and investors we were not interested in paying a percentage of our accounts for investment management. We just wanted someone to help us analyze our portfolios and expenses and show exactly what our financial future looks like. The program he uses is very detailed and Kevin prodded us to predict future needs and possible big purchases or expenses to see how any situation affected us financially. A bonus to this service is you continue to have access to the digital planner and can toggle categories to see how an unplanned expense impacts you. At first we were reluctant to share so much information; however after researching the software he uses we moved forward and are beyond satisfied with the whole experience. Would recommend to anyone planning for their future, and I found his services to be far more comprehensive than any account manager we used in the past.
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jul 23, 2022
I would highly recommend Kevin and have referred others to him for financial planning and advice. He is very thorough and makes recommendations based on his expertise but is also willing to be flexible based on my personal situation. Because of Kevin’s guidance, I feel confident in my financial future and have the tools needed to monitor my progress.
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
May 30, 2022
I would highly recommend and refer anybody to Kevin. He is very thorough. He educates and most importantly takes time to listen and understand your priorities.
Retirement is a big, complex decision. Kevin helps you understand and gives you a roadmap. There is not a single question he could not answer.
I really like the flat rate pricing and the ability to access my data even after our evaluation period ended. These are features you don’t get from others.
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
May 8, 2022
We where delighted to have Kevin's assistance and expertise in helping us work through finances with our international readjustment, college and retirement plans. Kevin took time to get to know us as a family, asking great questions, and was very warm and easy to be with. He responded quickly to any needs we had and was extremely helpful in guiding us with a great plan for the future. We would highly recommend Kevin's work!
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
May 8, 2022
Kevin has both great knowledge and manner in offering financial planning advice. He showed interest in getting to know our family, understanding our goals, and expresses genuine care as he gives valuable, concrete financial advice. Kevin also has a good awareness about resources, such as budgeting, life insurance, and scholarships. I would absolutely recommend him.
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 29, 2022
Kevin was an absolute pleasure to work with he is a knowledgeable financial advisor and cares about his clients.
As a registered nurse I’m fortunate to have good income and knew I needed help to make my money work for me other than just saving it. I did a ton of research on financial advisors and found Kevin through an article on a nursing website, this was important to me as he had experience working with other medical professionals.
Kevin helped me gain an invaluable amount of knowledge on my personal finances and helped me set up many accounts such as IRAs, HYSA, and brokerage accounts.
I can’t say enough good things about Kevin. He is a down to earth guy which makes this process way easier. Communication is key and Kevin excels in this and answered every single question I had.
I would 100 percent recommend working with Kevin.
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 3, 2021
My fiancé and I were in desperate need of financial advice. Like most medical professionals and recent graduates, we were going through a unique transitional period with our finances. We reached out to several financial planners with hopes of finding someone to guide us towards the best possible financial outcome. Thankfully, we found Kevin. B at HCP Wealth Planning. I can honestly say that Kevin was everything we were looking for in a financial planner.
He had clear communication skills and the ability to deliver information in a manner that was easily understood. He helped us create a comprehensive plan for tackling our student loan debt, saving for our wedding/ honeymoon, new home, retirement, investments, etc. We were able to create a spending plan in the HCP financial portal that’s both realistic for our current needs as well as planning and saving for our future. We are pleased with our decision to work with Kevin and would highly recommend him.
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 23, 2021
I worked with Kevin on a flat-fee basis to put together a comprehensive financial plan. He was a pleasure to work with and he taught me way more than I was expecting. It's clear he cares about his clients and is very knowledgeable.
He ensured that all of my questions were answered and that I understood all of his advice clearly before ending any of our meetings. He also put in extra effort to model many "what-if" scenarios so that I could see how that impacted my financial goals.
I highly recommend Kevin to anyone looking for a financial advisor. Unlike some other advisors that I considered, he does not pressure you to purchase any additional services or have him manage your money.
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 1, 2021
I worked with HCP Wealth Planning as a "by the gig" customer, meaning we paid a one time flat fee for a comprehensive analysis of all our financial goals, and the design of a financial plan to achieve them. Kevin is very responsive by email, and is available to meet on weekends and after work hours. In addition, Kevin's approach to financial planning revolved around encouraging us to identify all our financial goals, no matter how crazy they seemed, and helped us realize those goals were not as crazy after all if you can stick to a simple saving plan and keep your cash flows under control. Kevin uses an intuitive electronic platform which allows you to easily visualize your financial plan, and see how your "chance of success" improve or decrease based on changes to salary, expenses, market performance, etc.
I wholeheartedly recommend working with Kevin, even if you're already financially savvy; having an expert set of eyes look at your current finances will reveal a lot of possibilities you may have not considered.
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 9, 2021
Worked with Kevin for a “by the gig” review of our finances. We had several goals and points of clarity which were all answered. The electronic platform is easy to use. Kevin was responsive and had flexible hours to meet our schedule.
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jul 15, 2021
Kevin is not just one of the best financial advisors I've ever worked with, he's one of the best professionals I've ever worked with.
He's extremely knowledgeable, kind, flexible and honestly a joy to work with. He went above and beyond in terms of collecting data to help us make the right decisions as we prepare to buy our next house and I find myself looking for opportunities to recommend him to my friends.
If you're looking for a financial advisor, definitely get in touch with Kevin.
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jul 6, 2021
Kevin with HCP Wealth Planning was an absolute pleasure to work with. We came in with a fairly complex situation with a lot of moving pieces to put together a financial plan for retirement. Kevin did a terrific job of organizing all of our information and building out all of the different scenarios we wanted to model. The software he uses is top-notch, and we came away with a solid retirement plan with all of our variables rolled in.
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Mar 3, 2021
HCP Wealth Planning is great! I thought I had a decent understanding of my finances, and Kevin blew me away with his knowledge and specific insights for my family's needs. My wife recently stopped working to stay home with our young son, and we engaged HCP to help us review our finances and create a budget and savings plan. I couldn't be happier. Kevin not only helped us create a budget, he also recommended we consider a few other planning areas(will, college savings, life insurance, etc.) we should be considering. Kevin/HCP genuinely care about their customers and want to help them make great planning decisions.
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Feb 3, 2021
I would absolutely recommend HCP Wealth Planning. Kevin is wonderful to work with. He takes the time to understand your financial goals and then uses his expertise to help guide you in the right direction to make those goals a reality. Kevin makes it easy to understand and walks you through step-by-step. In addition to Kevin’s wealth of knowledge, you gain access to his exceptional planning software. All around an amazing experience working with HCP Wealth Planning, and I would highly recommend.
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 2, 2021
I appreciate that Kevin took the time to really understand my financial goals before jumping into planning. I also like that he focused on much more than just my investments, but also made sure we had a good understanding of my cash flow. That way he could help me figure out exactly how much I should be putting towards various goals and expenses. Getting all of my accounts linked up in one place and being able to track everything was very helpful. It saved timed downloading all my financial documents and sending them to him. If you are looking for a financial advisor who clearly cares about his clients and doesn't try to sell you something; I recommend working with HCP Wealth Planning.
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
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