William H. Keffer

William H. Keffer

| CFP®, CLU®, ChFC®

Keffer Financial Planning

(630) 842-5609

Contact Me

Fee-Only Financial Advisor serving Wheaton, IL area.

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Website

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511 West Wesley Street
Wheaton, IL 60187

225 W. Washington Street
Suite 2200
Chicago, IL 60606

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

William Keffer is a Chicago, IL Fee-Only Financial Planner serving Chicago and all surrounding areas. Keffer Financial Planning specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. William Keffer is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
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
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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
Most people spend more time planning their next vacation or car purchase than on their financial future.  Not surprisingly, this approach often creates anxiety and stress.  And it should.  A plan to nowhere will almost certainly lead there.  We provide financial plans to get you where you want to go, serving clients in DuPage County and throughout the Chicago area from our offices in Wheaton and downtown Chicago's West Loop. 
 
What do our financial planning services include?
  • Comprehensive financial planning
  • Financial analysis
  • Retirement planning
  • Early retirement assessment
  • Investment planning and asset allocation
  • College funding advice
  • Employee benefit and 401(k) evaluation
  • Life, disability and long-term care insurance analysis
  • Tax reduction strategies
  • Estate planning advice
  • Low-cost 401(k) plans for business owners & professionals
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