A complete list of active advisors currently associated with Keffer Financial Planning

Warmer can help you find a great advisor at Keffer Financial Planning or one who fits your needs even better.

The firm provides financial planning and investment consultation to individuals, trusts, estates, charitable organizations, small businesses and professionals. Services described in the brochure include cash‑flow and debt management, retirement, tax and estate planning, college planning, divorce financial analysis, and periodic investment consultations and educational workshops. The firm’s advice is built around asset‑allocation models from sources such as MoneyGuidePro, Morningstar and Vanguard and favors a long‑term, buy‑and‑hold approach with periodic rebalancing. It does not maintain client assets for ongoing discretionary management and commonly charges hourly or project‑based fees rather than percentage‑of‑assets fees. Notable aspects include the principal’s long professional background in life, annuity and insurance businesses and multiple planning credentials (CFP, CDFA, ChFC, CLU), which the brochure highlights in connection with risk‑management and divorce financial work. As a small, solo, fee‑only practice with roughly 30 clients, the firm states it does not custody client assets, does not vote proxies, and offers public educational workshops and collaborative‑divorce financial neutral services that are less common among peers.

To learn more about the advisors currently working at Keffer Financial Planning, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
William Keffer	Oak Park, IL	21

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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