Keffer Financial Planning offers financial planning services to individuals, trusts, estates, charitable organizations, small businesses, and professionals. Services include cash flow and budgeting, retirement planning, tax planning, risk management, and estate planning. Keffer Financial Planning does not manage investments but provides investment advice through consultations.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
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)
One-Time Plan:$2,500 - $15,000
Hourly Rate:$265/hr
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