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Home > Financial Planner Directory > Illinois > Wheaton > William H. Keffer, CFP®, MBA, ChFC, CLU
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William H. Keffer, CFP®, MBA, ChFC, CLU

Keffer Financial Planning

511 West Wesley Street
Wheaton, IL 60187
Phone: (630) 842-5609
Fax: (888) 391-6669

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Asset Allocation
  • Investment Management
  • Getting Divorced
  • Mutual Funds
  • Insurance
  • Retirement
  • Long-term Care

 

How Planner Charges

Considerations: Hourly fee-only. No third-party compensation.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.