Jeff Burgess

About Jeff Burgess

As a financial planner, I take the time to understand my clients’ goals so that we can…

Experience

1. Financial Planner

   WestPoint Financial Group

   Jun 2023 — Present

   As a financial planner, I take the time to understand my clients’ goals so that we can create a path toward creating the lives they envision for themselves and their families. My approach to planning is rooted in discovering what makes money meaningful to my clients and nurturing lifelong partnerships with them. I’m committed to seeing my clients’ full picture so that I can give them the best options and strategies to stay on track toward their goals today, tomorrow, and throughout all life’s changes. I specialize in providing guidance on having enough money to last throughout retirement; funding education for children or grandchildren; minimizing taxes to keep more of your income; ensuring your assets are optimally positioned; leaving your assets to heirs or charities; and creating a safety net that accounts for illness, injury, layoffs, or market downturns.

Education

• College of DuPage

  Accounting

  2002 — 2005

• Northern Illinois University

  Accounting

  2005 — 2008