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Welcome! 
Keffer Financial Planning's mission is to provide hourly, as-needed, independent financial planning and financial services to families and individuals in Chicago, Wheaton, Glen Ellyn, Naperville, Oak Brook, Hinsdale and nearby communities in Illinois.  Your retirement, college, 401k and investment planning will be handled by a Certified Financial Planner™ with no products to sell and no account minimums.  We are a fee-only CFP®, compensated solely by clients.  Our cost-conscious, objective approach helps you act confidently.

We offer the following financial planning services on an hourly, as-needed fee-only basis:
-Comprehensive financial planning
-Financial analysis
-Retirement income planning
-Early retirement assessment            
-Investment advice
-Insurance review
-Paying for college
-Tax planning
-Estate planning
-401(k) / employer retirement plans
 
For a no-cost "Get Acquainted Meeting," either in Wheaton or in Chicago's Loop, contact Bill@KefferFinancialPlanning.com by email or call (630) 842-5609.

View Bill's recent video interview with Marie Swift...
Bill Keffer of Keffer Financial Planning talks with Marie Swift at the NAPFA Midwest Symposium, July 2012

 

 
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Wheaton Financial Planners| Chicago Financial Planners | Fee Only Retirement Investment Plans 
 
 
   Garrett Network  
 NAPFA 
       CLII
 
 
 
 

  

 



 
 
Chicago Office:
225 West Washington Street, Suite 2200
Chicago, IL 60606
 
Wheaton Office:
511 W. Wesley Street
Wheaton, IL 60187
 
Phone: (630) 842-5609