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Welcome to 7th Street Financial
7th Street Financial is a fee-only, fiduciary planning firm located in Chaska, MN serving clients in the Minneapolis area and others virtually across the country.
Jeff Burke, CFP® is the founder of the firm and will work with you to create a financial plan based on your specific goals and desires. He specializes in working with families having high school aged children as they are preparing for the college selection process.
7th Street Financial offers a unique service aimed at helping families with the process of shopping for colleges in order to avoid accumulating a mountain of student loan debt. In addition we offer traditional financial planning services such as retirement planning and investment management.
There are no minimum requirements for net worth or invested assets. We are happy to offer plans that aren't solely based on how much money you have to invest and can be scaled to match your individual needs.
As a fee-only firm we will not sell you any products or receive a commission of any kind. You simply pay for the financial advice. As a fiduciary we are proudly required to put your interests first.
Personal finances can be hard to talk about. It's a very private topic and maybe you know you aren't doing the things you should. Maybe you know you aren't on the path to get where you want. Maybe you just need confirmation things are ok.
Wherever you are at with your financial journey don't be afraid to start the conversation. We are here to listen to you and help you.
