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/

If an illness or injury suddenly limited your ability to work, would you want to make financial decisions under added pr...
07/30/2026

If an illness or injury suddenly limited your ability to work, would you want to make financial decisions under added pressure? Planning for income interruptions can help
create flexibility when it matters most. Let’s connect.

07/08/2026

Studies show that emotional decisions around money are often the ones with the most regret. If you feel stuck, scared or just confused then let's chat!

Let freedom ring! Happy Independence Day to all my fellow Americans.
07/04/2026

Let freedom ring! Happy Independence Day to all my fellow Americans.

Being a financial planner means that I put an emphasis on long-term relationships and summertime is the best time to bui...
06/29/2026

Being a financial planner means that I put an emphasis on long-term relationships and summertime is the best time to build on those existing relationships.

Last week I had the pleasure of taking a few clients out who all happen to be Plainfield area business owners. We had so much fun on the golf course and we definitely built on those long-term relationships.

Michael Powers Nick Giannasi Phil Paulino

Whole life insurance can be a smart way to help protect your wealth. Let’s talk about how the guarantees and tax advant...
06/23/2026

Whole life insurance can be a smart way to help protect your wealth. Let’s talk about how the guarantees and tax advantages that come with whole life can help protect and grow your assets.

Today we honor the care and resilience of fathers everywhere. Wishing you a wonderful day!
06/21/2026

Today we honor the care and resilience of fathers everywhere. Wishing you a wonderful day!

Student loans don’t pause when you’re unable to work. Disability income insurance with student loan protection can help ...
06/18/2026

Student loans don’t pause when you’re unable to work. Disability income insurance with student loan protection can help you stay on track for what life brings. Let’s make sure you’re covered.

Every strong plan starts with protection. Whole life insurance offers lifelong death benefit protection and guaranteed c...
06/09/2026

Every strong plan starts with protection. Whole life insurance offers lifelong death benefit protection and guaranteed cash value growth over time—working alongside your savings to support a more resilient financial foundation. Let’s discuss how this protection can support your long‑term financial strategy.

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.

Address

2441 Warrenville Road Suite 300
Lisle, IL
60532

Website

Alerts

Be the first to know and let us send you an email when Jeffrey Burgess Financial Planner posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category