7th Street Financial

Passionate about Financial Wellness for the Everyday Joys

7th Street Financial stands out as a fee-only, fiduciary planning firm serving clients in the Minneapolis area and beyond. Founded by Jeff Burke, CFP, our mission is to empower individuals to achieve financial freedom and clarity through personalized plans tailored to their unique goals and values.

What Sets Us Apart?

We believe financial planning shouldn't be a privilege for the wealthy. We offer accessible and affordable services designed to address the specific challenges faced by individuals with varying financial situations. Our core values guide every interaction:

• Accessibility: We prioritize clear and concise communication, making financial planning jargon accessible to all.
• Fiduciary Responsibility: Your best interests come first. We are legally obligated to prioritize your needs in every recommendation we make.
• Transparency: We believe in open and honest communication, providing clear explanations and progress updates throughout the process.

Comprehensive Services for Every Stage of Life

Our diverse range of services include:

Traditional Financial Planning

• Retirement planning and optimization
• Investment management
• Estate planning and wealth preservation
• Goal-setting and financial analysis

Specialized Expertise

• College Planning: Navigating the complexities of paying for higher education without overwhelming debt.
• Small Business Planning: Financial guidance for entrepreneurs to establish and grow their businesses.

Beyond Traditional Planning

• Financial Education: Empowering clients with the knowledge and tools to make informed financial decisions.
• Media & Communication: Providing reliable and accessible information through blogs, videos, and podcasts.

Our Approach

We partner with you to:

• Listen: Understanding your unique financial goals and anxieties.
• Collaborate: Working alongside you to develop a tailored plan that aligns with your individual needs.
• Communicate: Regularly reviewing your progress and making adjustments as your life and goals evolve.

Ready to Take Control of Your Financial Future?

Schedule a consultation with 7th Street Financial today and start building a secure and fulfilling financial future.