William Keffer is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Keffer Financial Planning in Oak Park, IL and the surrounding communities.
*Divorce Financial Planning
Who seems to prefer an as-needed hourly approach?
* Middle Americans from all walks of life
* Self-directed investors who want an occasional second opinion
* Professionals and managers who want to stay in control but also prefer to delegate some of the planning and analytical work
* Families with most of their assets tied up in their house and/or the 401(k) who might not meet the minimum requirements of many advisors
* Near or recent retirees who want to make sure they are set for a retirement
Professional Affiliations:
* Garrett Planning Network- international network of hourly fee-only advisors
* Midwest Board of Directors, National Association of Personal Financial Advisors (NAPFA)
* Financial Planning Association (FPA)
* Associate Member: DuPage County Bar Association
*Marketing Committee Chair, Collaborative Law Institute of Illinois
*Board of Directors, Wheaton Chamber of Commerce
Prior Experience:
*Senior Vice President, AIG American General, 1976-2002
*Vice President, North American Company for Life & Health, 2002-2004
* Financial Advisor, Citigroup Smith Barney, 2005-2007
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