Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.


1011 Lake Street
Oak Park, IL 60301
United States

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Keffer Financial Planning is dedicated to providing professional financial planning services on a truly fee-only basis that can help clients make sound financial decisions. Simply put, we strive to be our client's trusted advisor.
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