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 Keffer Financial Planning of Wheaton
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.”
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™)
Prior Experience:
- 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
- Financial Planning Association -Member
- Collaborative Law Institute of Illinois - Fellow, Chairman- Marketing Committee
- DuPage County Estate Planning Council
Personal Values / Community Involvement:
- Resident of Wheaton, Illinois since 1991
- Father of three (all out of college, but the dog lives on!)
- Rotary of Central DuPage - President Elect, Ambassadorial Scholarship coordinator
- Knights of Columbus Council 2601 - Tootsie Roll Drive Chair
- Wheaton Chamber of Commerce - 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.
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©2010 Keffer Financial Planning. All rights reserved.
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