Keffer Financial Planning's mission is to provide hourly, as-needed, independent financial planning and financial services to families and individuals in Chicago, Oak Park, River Forest, 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 planning
  • Insurance review
  • Paying for college
  • Tax planning
  • Estate planning

For a no-cost "Get Acquainted Meeting," in Oak Park, Wheaton or Chicago, contact Bill@KefferFinancialPlanning.com by email or call (630) 842-5609.