Keffer Financial Planning is an independent financial planning firm based in Wheaton, IL, serving families and individuals in various communities in Illinois. Led by a Certified Financial Planner, the firm offers comprehensive financial planning services on an hourly, fee-only basis, with a focus on retirement, college, 401k, and investment planning. With no products to sell and no account minimums, Keffer Financial Planning provides a cost-conscious and objective approach to help clients make confident financial decisions.
With expertise in areas such as retirement income planning, investment advice, insurance review, and estate planning, Keffer Financial Planning aims to assist clients in achieving their financial goals. The firm's commitment to providing independent and personalized financial services sets it apart, ensuring that clients receive unbiased advice tailored to their specific needs. By offering a no-cost Get Acquainted Meeting, Keffer Financial Planning strives to establish a strong client-advisor relationship and help individuals and families navigate their financial journey with confidence.
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