Keffer Financial Planning's mission is to provide hourly, as-needed, independent financial planning and financial services to families and individuals in Chicago, Oak Park, River Forest, Wheaton, Glen Ellyn, Naperville, Oak Brook, Hinsdale and nearby communities in Illinois. Your retirement, college, 401k and investment planning will be handled by a Certified Financial Planner with no products to sell and no account minimums.
We are a fee-only CFP, compensated solely by clients. Our cost-conscious, objective approach helps you act confidently. For a no-cost "Get Acquainted Meeting, " in Oak Park, Wheaton or Chicago, contact Bill@KefferFinancialPlanning.com by email or call (630) 842-5609. View Bill's video interview with Marie Swift.
We are a fee-only CFP, compensated solely by clients. Our cost-conscious, objective approach helps you act confidently. For a no-cost "Get Acquainted Meeting, " in Oak Park, Wheaton or Chicago, contact Bill@KefferFinancialPlanning.com by email or call (630) 842-5609. View Bill's video interview with Marie Swift.
Services
Most people spend more time planning their next vacation or car purchase than on their financial future. Not surprisingly, this approach often creates anxiety and stress. And it should. A plan to nowhere will almost certainly lead there. We provide financial plans to get you where you want to go, serving clients in throughout the Chicago area from our offices in Oak Park, Wheaton and Chicago's Loop.
I believe completely in the importance of thorough financial planning and in the value of the hourly, as-needed fee-only way of providing financial advice to consumers. Everyone deserves access to the clarity, direction and motivation that a well-crafted financial plan provides. They should also be able to access and pay for that advice when and to the extent they feel they need it.
Dealing with your financial goals in a straight-forward, thorough and objective manner gives you a sense of clarity. With clarity comes direction. With direction comes motivation. And with clarity, direction and motivation, your odds of success are greatly increased. Financial planning is a multi-step process.
Preface: These are some notes I took while doing an assignment for a course I am taking through the College for Financial Planning. The course is "Portfolio Management for Financial Planners." A financial planner's assumption about client mortality has a more significant impact on the results, and thus on the planner's recommendations, than is often understood.
A recent pension law change simplified the rules for rolling over assets from a 401(k) plan to a Roth IRA, and another change in 2010 means almost anyone can make such a move. You can now accomplish your objective in one move, instead of the two steps previously required, and that could make this a convenient way to guarantee tax-free income during retirement.
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