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

About Bill Keffer


Keffer Financial Planning of Oak Park, Wheaton, and Chicago
Providing clarity, direction and motivation to a discerning clientele through hourly, as-needed fee-only advice
 
Why Work With Bill Keffer and Keffer Financial Planning?
 
 Bill’s Unique Philosophy:
 
“I believe completely in the importance of thorough financial planning and in the value of the hourly, as-needed fee-only way of providing financial advice to consumers.  Everyone deserves access to the clarity, direction and motivation that a well-crafted financial plan provides.  They should also be able to access and pay for that advice when and to the extent they feel they need it.” 

Education & Qualifications:
  • Certified Financial Planner™ (CFP®)
  • BA, English, Dickinson College
  • Masters in Business Administration (MBA), Finance, St. Joseph’s University
  • Chartered Life Underwriter (CLU™) , The American College
  • Chartered Financial Consultant (ChFC™), The American College
  • Certified Divorce Financial Analyst (CDFA™)

Experience:

  • Principal- Keffer Financial Planning (2007-present)
  • USLIFE/AIG American General: Senior Vice President (1976-2002)
  • North American Company for Life & Health: Vice President (2002-2004)
  • Citigroup Smith Barney: Financial Advisor (2005-2007)
  • American Health and Life: Director of Financial Institution sales (1984-1985)

Professional Affiliations:

  • Garrett Planning Network- international affiliation of fee-only advisors dedicated to serving people from all walks of life
  • National Association of Personal Financial Advisors (NAPFA) - nationwide network of fee-only financial advisors dedicated to raising awareness regarding fiduciary standards - 2-year member, Midwest Board of Directors
  • Financial Planning Association -Member
  • Collaborative Law Institute of Illinois - Fellow, Member-Board of Directors
  • DuPage County Estate Planning Council

Personal Values / Community Involvement:

  • Resident of Oak Park
  • Father of three
  • Rotary of Central DuPage - Past President, Ambassadorial Scholarship coordinator
  • Wheaton Chamber of Commerce - Past Board member, Treasurer and Secretary

Ready to learn more?

 
Set up a no-cost, no-obligation Get Acquainted meeting.  After taking the time to completely understand your financial issues, we’ll provide you with a fee estimate and concise list of services. Or, call (630) 842-5609 or email Bill@KefferFinancialPlanning.com for more information.
 


©2017 Keffer Financial Planning. All rights reserved.