Home
Financial Services
Articles & News
About Bill Keffer
Hourly Financial Planning Examples
Brochure
Financial Briefs
Problem Solvers
Financial Topics
Web Resources
FAQ
Client Forms
Stock Quotes
Account Lookup
Documents
Contact Us
Disclosure

Documents


Books Financial Planning Services
  • ADV Part II-2021
  • 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
 

With the free Adobe® Acrobat® Reader® software, you can view and print Adobe Portable Document Format (PDF) files. If you do not already have Microsoft® Word®, Excel® or Power Point® installed on your computer, the viewers enable you to view and print Word documents, Excel spreadsheets and Power Point presentations. If you already have Word, Excel or Power Point installed on your computer, you do not need to download these viewers. To download any of these free programs, click a link below.

Adobe Acrobat (pdf)Adobe Acrobat Reader Microsoft ExcelMicrosoft Excel Viewer
Microsoft WordMicrosoft Word Viewer Microsoft PowerPointMicrosoft PowerPoint Viewer

©2021 Keffer Financial Planning. All rights reserved.