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
On September 11th of this year, I experienced several unconnected situations that required me to check in on my priorities and how they gel...
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When and how you apportion your retirement plan and employee benefits between you and your divorcing spouse is an essential family financial...
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Tax Rates OverviewUnder our current tax code, The Tax Act of 1986, as amended to date, the...
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Recently reflecting on some of cinema’s greatest intellectual quotations, I was reminded of movie Detective James Carter’s infamous query in...
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Summer is upon us and in full swing. While you (hopefully) have some well-deserved time off, take the necessary steps to get your financial...
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It is no secret that college costs have been increasing faster than the rate of inflation for several decades. According to College Board’s “...
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Without the proper perspective you can be your own worst enemy when it comes to financial planning. Finance-related behavior is often...
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When you're in the middle of a disaster, it's hard to think about long-term issues. Focus gets narrowed to finding a way to get through each...
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With mortgage rates at historic lows, many home owners are refinancing mortgages. But for many, this seems to be an impossible task. There are...
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One of the top New Year’s resolutions many people make is to get their finances in order. Unfortunately, like so many resolutions, the weeks go...
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