Jeffrey Burgess Financial Planner

Jeffrey Burgess Financial Planner I am prepared to assist clients with their financial plans and help them meet their long-term financial goals.

I work closely with my clients and can also work with you. I will help you:

· Define your personal financial goals

· Develop a financial strategy that can help you achieve these goals

· Suggest suitable products and solutions based on your own tolerance for risk and your time-frame

· Implement your strategy with products and services that help meet your needs.

- https://westpointfinancialgroup.com/licensing/

06/01/2026

If your ability to earn income were to be interrupted, how would you cover next month’s expenses? Which assets are easy to access—and which aren’t? Let's talk through your strategy.

Today we honor the courage and sacrifice of those who served. Wishing you a meaningful Memorial Day.
05/25/2026

Today we honor the courage and sacrifice of those who served. Wishing you a meaningful Memorial Day.

Life changes quickly—marriage, kids, a new home, new responsibilities. But it’s easy for financial plans to stay the sam...
05/19/2026

Life changes quickly—marriage, kids, a new home, new responsibilities. But it’s easy for financial plans to stay the same while everything else moves forward. Moments like these are a good reminder to check in and make sure your life insurance protection and long-term strategy still match the life you’re building. When was the last time you did a financial check‑in? Let’s connect.

You’ve spent years building your profession. Disability income insurance can help safeguard your ability to earn if an e...
05/14/2026

You’ve spent years building your profession. Disability income insurance can help safeguard your ability to earn if an extended illness or injury disrupts your work. Let’s review your protection plan together.

Wishing all mothers a day filled with appreciation and joy. Thank you for all you do!
05/10/2026

Wishing all mothers a day filled with appreciation and joy. Thank you for all you do!

Retirement planning isn’t just about a 401(k). Whole life insurance can add a layer many plans overlook—lifetime coverag...
05/05/2026

Retirement planning isn’t just about a 401(k). Whole life insurance can add a layer many plans overlook—lifetime coverage and guaranteed cash value. It’s a way to stay protected while building flexibility for the future, even when markets are unpredictable. If you’re thinking about long‑term security, this is a conversation worth having. Let’s connect.

Happy Cinco de Mayo! Today is more than a celebration of Mexican heritage; it’s a tribute to resilience, unity, and cult...
05/05/2026

Happy Cinco de Mayo! Today is more than a celebration of Mexican heritage; it’s a tribute to resilience, unity, and cultural pride.

Sometimes I get asked to define what I do in my profession....and because the list is long, I usually reply various ways...
04/30/2026

Sometimes I get asked to define what I do in my profession....and because the list is long, I usually reply various ways. Lately, I have been keeping it simple and I thought this piece spoke loudly to me.

So, what do I do for my clients? Easy...I help them see the light in the darkness.

If you are looking for more clarity with your planning, I'd love to talk and I'm only a text message away: 630-451-8871

Your income supports everything — from your goals to your everyday life. Protecting it means protecting your future. Dis...
04/30/2026

Your income supports everything — from your goals to your everyday life. Protecting it means protecting your future. Disability income insurance helps keep life on track even when the unexpected happens. Have questions? I’m here to help.

Address

2441 Warrenville Road Suite 300
Lisle, IL
60532

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