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Welcome!
Keffer Financial Planning's mission is to provide hourly, as-needed, independent financial planning to families and individuals in 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 -Retirement income planning -Investment advice -Insurance review -Paying for college -Tax planning -Estate planning -401(k) / employer retirement plans For a no-cost "Get Acquainted Meeting," contact Bill@KefferFinancialPlanning.com
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Our Services
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Account Lookup
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Client Update
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Wheaton Financial Planners | Fee Only Retirement Investment Plans
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511 Wesley Street Wheaton, IL 60187 Phone 630-842-5609 Fax 888-391-6669
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