William Keffer

CFP®, CLU®, ChFC®

Keffer Financial Planning

Financial Advisor

William Keffer

CFP®, CLU®, ChFC®

Keffer Financial Planning

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - William Keffer, CFP®, CLU®, ChFC®

(630) 842-5609

    Fee-Only financial planner located in Wheaton, IL, serving clients locally and across the country

    William Keffer is a Wheaton, IL fee-only financial planner. Keffer Financial Planning provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, William Keffer is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
    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

    William Keffer is a Member of the National Association of Personal Financial Advisors

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

    NAPFA members live by three important values:

    • To be the beacon for independent, objective financial advice for individuals and families.
    • To be the champion of financial services delivered in the public interest.
    • To be the standard bearer for the emerging profession of financial planning
    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

    Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

    Specialties

    • Comprehensive Financial Planning
    • Retirement Income Planning
    • Investment Management
    • College Education Planning
    • Tax Planning

    Ideal Clients

    • Retirees and Near Retirees
    • Growing Families
    • Business Owners and Executives
    • Sudden Money Situations
    • Novice Investors

    Working Together

    • In-Office Meetings
    • Virtual Meetings
    • Clearly Defined Fees
    • No Product Sales
    • Complimentary Initial Consultation

    Professional Designations & Affiliations

    • National Association of Personal Financial Advisors (NAPFA)
      William Keffer is a NAPFA-Registered Financial Advisor

      The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

    • Certified Financial Planner (CFP)
      William Keffer is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

      CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

    • Garrett Planning Network - GPN
      William Keffer is a member of the Garrett Planning Network. Click here to learn more.

      Everyone needs competent, objective financial advice from time to time. The Garrett Planning Network has a nationwide membership with hundreds of independent, Fee-Only financial planners providing advice to people from all walks of life, without minimum account requirements, sales commissions, or long-term commitments. Our members proudly embrace their fiduciary duty, always placing their clients' best interests first.

    Contact William Keffer

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    Office Locations:

    • 511 West Wesley Street
      Wheaton, IL 60187
    • 225 W. Washington Street
      Suite 2200
      Chicago, IL 60606

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