William Keffer is a CFP, ChFC-designated registered investment advisor at Keffer Financial Planning, based in Oak Park, IL, with 20 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Corporate Executives, Divorce Planning, Estate Planning, Financial Planning & Coaching, and 4 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Cash Flow and Debt Management — Review of current cash flow, budgetary adjustments, and evaluation of liabilities (4-8 hours)
- Risk Management — Analysis of exposure to risks of premature death, disability, and long-term care needs (4-8 hours)
- College Planning — Projects college costs and suggests savings amounts, evaluates education savings vehicles (3-6 hours)
- Retirement Planning — Projects capital needed for retirement, advice on distribution strategies (7-15 hours)
- Tax Planning Strategies — Identifies tax-efficient ways to achieve financial objectives (3-6 hours)
- Estate Planning — Coordinates financial plan with estate plan (5-10 hours)
- Divorce Financial Analysis — Data gathering, budget preparation, projection of support and asset division proposals (10-60 hours)
- Investment Consultation — Assessment of risk tolerance, time horizon, and objectives to determine asset allocation (8-20 hours)
Contact
William Keffer
Location
1011 Lake Street, #406, Oak Park, IL, 60301
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Keffer Financial Planning
Previous Registrations
Keffer Financial Planning
Citigroup Global Markets INC.
State Registrations1 state
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Exams
Additional Information
I enjoy helping people solve important problems without the tension that goes with product sale-linked advice. The focus is on the planning issues before us and finding the best possible solutions for the challenges at hand. Personnaly, I believe I can work well with many different types of clients but share particular common ground with those who have been widowed, single parents, runners or triathletes.