William Keffer (CDFA, CFP®, ChFC®, CLU, MBA)

William Keffer focuses in the
following client markets or areas of practice:

  • Corporate Executives
  • Divorce Planning
  • Hourly
  • Insurance Related Issues
  • Investment Advice with Ongoing Management
  • Investment Advice without Ongoing Management

Planning Specialties

My practice is exclusively on an hourly basis. I focus on the needs of middle-income clients with concerns about the many priorities competing for their attention and their funds. I feel that my prior corporate career, MBA in finance, and real world experience may also position me to be helpful to clients with similar backgrounds.

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 single parents, runners or triathletes, or custodians of the family pets after the kids have left the nest.

NAPFA Start Date

June 11, 2007

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This Office

1011 Lake St Ste 406 Oak Park, IL 60301-1129 Phone: (630) 842-5609

Other Offices

511 W Wesley St Wheaton, IL 60187-4927 Phone: (630) 842-5609 Fax: (630) 682-3831
225 W Washington St Ste 2200 Chicago, IL 60606-3561 Phone: 312-924-2819