Papers and Articles: Fee-Only Financial Planning Topics
Home
Financial Services
Articles & News
About Bill Keffer
Hourly Financial Planning Examples
Brochure
Financial Briefs
Problem Solvers
Financial Topics
Web Resources
FAQ
Client Forms
Account Lookup
Documents
Contact Us
Disclosure

White Papers & News


Local financial planner contributes to book addressing current financial turmoil

For immediate release
January 31, 2009
Contact:
William H. Keffer, CFP®, 630-842-5609, bill@kefferfinancialplanning.com

Local financial planner contributes to book addressing current financial turmoil

A Wheaton-based financial planner is among the contributors to a new book meant to help individual investors cope with the current turmoil in the nation’s financial markets.
Bill Keffer, Keffer Financial Planning (Wheaton), has written two chapters for Investing in an Uncertain Economy for Dummies.
The book, published in late 2008 by Wiley Publishing Inc., is a practical guide providing strategies to help individuals meet their short- and long-term financial goals during troubled economic times.
Keffer’s contributions include:
¨       “Investments for Beginning Investors” – Chapter 57
¨       “Minimize Your Portfolio Risk” – Chapter 69
All of the book’s contributors belong to the Garrett Planning Network, an international network of fee-only, financial advisors whose members wrote the book as a collaborative effort.  The lead editor, Sheryl Garrett, has written several books on financial topics and is a widely interviewed and quoted expert on financial planning.
Other topics covered in the book include ways to reduce investment risk, construct an investment portfolio and assess overall financial health.
Keffer, the founder and principal of Keffer Financial Planning, brings over 30 years of financial services experience to his hourly-only financial planning practice, including 26 years as senior vice president of units of USLIFE Corporation and successor AIG American General, as well as two years with Citigroup Smith Barney.
Focused solely on his financial planning work for the past several years, Keffer is among the relatively small subset of Certified Financial Planners™ who practice on an hourly fee-only basis and welcome clients at all levels of income and assets.  His business is located at 511 West Wesley Street, Wheaton, IL 60187.  His Website is www.KefferFinancialPlanning.com.
The Garrett Planning Network is an international affiliation of independent financial planners dedicated to providing commission-free advice on an hourly, as-needed or per-project basis.
CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

©2024 Keffer Financial Planning. All rights reserved.