Find A Financial Advisor
Financial Advisor Network
Back to Financial Network
About Keffer Financial Planning
Bill Keffer is an hourly, fee-only financial planner and registered investment advisor based in Oak Park, Illinois. The focus of his work is helping families, professionals, and business owners – people from all walks of life regardless of income or net worth – identify, prioritize, quantify, and address their most important financial concerns through comprehensive financial planning. All services are provided on an hourly fee-for-service basis. Keffer Financial Planning does not sell investment or insurance products or charge asset-based fees.
Keffer Financial Planning’s services include:
♦ Comprehensive financial planning
♦ Retirement accumulation and retirement income planning
♦ College planning
♦ Investment planning and asset allocation
♦ Employee benefit and 401(k) planning
♦ Life, disability, and long-term care insurance analysis
♦ Tax reduction strategies and estate planning advice
The firm principal holds the following professional designations and registrations:
♦ Certified Financial Planner™
♦ Chartered Financial Consultant™
♦ Chartered Life Underwriter™
♦ Registered as an investment advisor with the Illinois Securities Department
♦ Enrolled Agent
Educational credentials include a Bachelor of Arts (BA) in English from Dickinson College, Carlisle, Pennsylvania, a Master of Business Administration (MBA) with a concentration in Finance from St. Joseph’s University, Philadelphia, and Master of Science Degree, Personal Financial Planning (MSPFP) from the College for Financial Planning, Denver, CO.
Bill Keffer is an hourly, fee-only financial planner and registered investment advisor based in Oak Park, Illinois. The focus of his work is helping families, professionals, and business owners – people from all walks of life regardless of income or net worth – identify, prioritize, quantify, and address their most important financial concerns through comprehensive financial planning. All services are provided on an hourly fee-for-service basis. Keffer Financial Planning does not sell investment or insurance products or charge asset-based fees.
Keffer Financial Planning’s services include:
♦ Comprehensive financial planning
♦ Retirement accumulation and retirement income planning
♦ College planning
♦ Investment planning and asset allocation
♦ Employee benefit and 401(k) planning
♦ Life, disability, and long-term care insurance analysis
♦ Tax reduction strategies and estate planning advice
The firm principal holds the following professional designations and registrations:
♦ Certified Financial Planner™
♦ Chartered Financial Consultant™
♦ Chartered Life Underwriter™
♦ Registered as an investment advisor with the Illinois Securities Department
♦ Enrolled Agent
Educational credentials include a Bachelor of Arts (BA) in English from Dickinson College, Carlisle, Pennsylvania, a Master of Business Administration (MBA) with a concentration in Finance from St. Joseph’s University, Philadelphia, and Master of Science Degree, Personal Financial Planning (MSPFP) from the College for Financial Planning, Denver, CO.