Books
- Investing in an Uncertain Economy for Dummies, Ch 57 by Bill Keffer
Dummies Chapter: Investments for Beginning Investors - Investing in an Uncertain Economy for Dummies, Ch 69 by Bill Keffer
Dummies Chapter: Minimize Your Portfolio Risk
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
- Press Mention- Critical Illness Insurance
- NAPFA Membership News Release
Local Financial Advisor Joins Leading National Organization
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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