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Books Financial Planning Services
  • ADV Part II-2024
  • A Sample Plan
    A sample of a complete financial plan for clients preparing to retire
  • Ways You Can Work with Keffer Financial Planning
  • Financial Health
    Here is Bill Keffer's September 30, 2011 presentation to the AMA Alliance's Leadership Development Conference at the Chicago Marriott.
  • Financial Plan Components
  • Financial Planning Process
  • Examples of Recent Hourly Financial Planning Projects
    Brief descriptions of work done for clients on an hourly, as-needed basis.
News Retirement Planning
  • Milliman Health Care White Paper
    Detailed information on source of health care cost assumptions in Money Guide Pro
  • Thoughts About Client Mortality Assumptions in Planning

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