7th Street Financial

7th Street Financial is a fee-only financial planner based in Chaska, MN serving both local and remote clients. My focus is on comprehensive financial planning and not just being an investment manager sending you stock picks. I am proud to be a fee-only fiduciary advisor meaning I sell no products and receive no commissions. My mission is simple. To help my clients make smart financial decisions so they can be in the position to live the life they want. No matter where you are along that path, you can expect my commitment to help you make smart financial decisions. The end goal will be to put you in the financial position to have the life you want. Every client is different and everyone has different dreams. Your unique combination of family, education, health, life experiences, and interests helps shape you and what you want out of life. 7th Street Financial will help you on your unique path with custom advice and plans. My experiences include working in finance, IT, owning a small business, owning rental property, receiving equity comp, and sending a child to college. If any of this pertains to you, I have expertise that can help you. I mostly deal with pre-retirees or those just entering retirement. Some things to think about as you are in that phase that may are:* Are you within 15 years of retiring and want to know if you'll be ready financially?* Are there things you can be doing now or in the future to put yourself in a better position for retirement?* Do you have a plan for how to withdraw your retirement savings and minimize taxes?* Are your investments appropriate for your risk profile and investing timeline?* Are your investments in the right type of investment account given how they are taxed?* Should you be doing Roth conversions? If you are interested in discussing your situation and understanding what working with 7th Street Financial would be like, use this URL to schedule a free meeting https://calendly.com/jeff-burke/30min