William H. Keffer,  CFP<sup>&reg;</sup> - Financial Advisor

William H. Keffer, CFP®



Keffer Financial Planning

1011 Lake Street, #406
Oak Park, IL 60301

Keffer Financial Planning

511 West Wesley Street
Wheaton, IL 60187
(630) 842-5609
(312) 239-1403


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.

Financial Advisor Overview

Services Offered Hourly, As-Needed

* Comprehensive financial planning

* Retirement planning

* 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

*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


Financial Advisor Experience


* BA, English, Dickinson College

* MBA, Finance, St. Joseph?s University

* College for Financial Planning-CFP® curriculum

*College for Financial Planning-Chartered Retirement Plans Specialist curriculum

* Chartered Life Underwriter, The American College

* Chartered Financial Consultant, The American College

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

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • Chartered Financial Consultant (ChFC®)
  • Other - Certified Divorce Financial Analyst

Insurance Licenses

  • Life insurance: IL
  • Health/disability insurance: IL
  • Fixed annuities: IL
  • Variable annuities: IL

Broker-Dealer Affiliation


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Career Change, Asset Allocation, Investment Management, Getting Divorced, Mutual Funds, Insurance, Retirement, Long-term Care, Sudden Wealth


Helpful Financial Planning Resources