Keffer Financial Planning

Financial Planning Consultants, Accounting Services, Annuities & Retirement Insurance Plans

Be the first to review!

CLOSED NOW

Tomorrow: 9:00 am - 5:00 pm

(630) 842-5609Call Visit WebsiteVisit Website Map & DirectionsDirections511 W Wesley StWheaton, IL 60187 Write a ReviewWrite Review

Is this your business?

Customize this page.

Claim This Business

Hours

Regular Hours

Mon - Fri:	9:00 am - 5:00 pm

Places Near Wheaton with Financial Planning Consultants

Glen Ellyn (4 miles)
Carol Stream (5 miles)
West Chicago (8 miles)
Lombard (9 miles)
Bloomingdale (9 miles)
Lisle (11 miles)
Naperville (13 miles)
Westmont (14 miles)
Addison (14 miles)
Elmhurst (15 miles)

More Info

Other Links

http://kefferfinancialplanning.com/home-but-photo-quotes-addr.aspx?spid=71636&ptype=home

http://kefferfinancialplanning.com

Categories

Financial Planning Consultants, Accounting Services, Annuities & Retirement Insurance Plans, Financial Planners, Financial Services, Investment Advisory Service, Investment Management, Investments, Mutual Funds, Retirement Planning Services, Stock & Bond Brokers, Tax Return Preparation, Taxes-Consultants & Representatives

Gallery

Be the first to add a photo!

Reviews

Hi there!
Be the first to review!

Click to Rate

Details

Phone: (630) 842-5609

Address: 511 W Wesley St, Wheaton, IL 60187

Website: http://kefferfinancialplanning.com/home-but-photo-quotes-addr.aspx?spid=71636&ptype=home

People Also Viewed

View similar Financial Planning Consultants

Suggest an Edit

Keffer Financial Planning

Tax Planning
Estate Taxes
Tax Services
Roth IRA
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.
Real Estate Taxes
Accelerate deductions: If you are in an unusually high tax bracket this year, consider accelerating payment of such deductible items as state income taxes, real estate taxes, charitable donations, or even mortgage payments that could be made early next year.
Tax Deductions
College savings: Many states, including Illinois, offer a state income tax deduction for contributions to one of the state-sponsored “529” college funding programs. Contributions must be made by December 31
Income Tax
Check income tax withholding: Make sure you are not over- or under-withholding and make any necessary adjustments.
Capital Gains Taxes
2. Stock Swap: If shares of the company are already held and the plan allows it, just enough of the shares are surrendered to cover the cost of the exercise. This technique normally avoids capital gains tax on the surrendered shares.

Investment Management
One of the world's largest investment management companies and leader in index fund investing, Vanguard offers a full range of investments and services for institutions and investment professionals. Vanguard's mission is to help clients reach their financial goals by being the world's highest-value provider of investment products and services.
Mutual Funds
The challenge is finding one or two mutual funds with low initial investment requirements. While each planner offered a different recommendation, all seemed to value low costs, low turnover, and broad diversification.
Bonds
Wealth Management

Accounting Services
Payroll Services

Financial Planning
This article was written by a professional financial journalist for Keffer Financial Planning and is not intended as legal or investment advice.
Retirement Planning
Anyone seeking financial peace of mind can benefit from our services. We serve people at all income levels, from all walks of life. Clients have the flexibility to work with us on either a one-time, as-needed basis or on an ongoing basis. We welcome clients who simply need a one-time financial consultation or a second opinion, as well as those who need comprehensive financial planning and possible ongoing services. In addition, any corporation or organization seeking quality, unbiased financial education or a low-cost alternative to their current 401(k) provider can benefit from our financial education programs and hourly retirement planning services.
Annuities
We provide advice for all types of securities, including mutual funds, stocks (as they relate to your portfolio holdings), bonds, bank deposits, and variable and fixed annuities. We also provide advice on mortgages, budgeting and cash flow issues, 401(k), 403(b) and other retirement programs, stock options, life and disability insurance, etc. If it has to do with money and finances, we can provide counseling, guidance, and or resources for you. Because we want our clients to know that they can call on us with any and all of their financial concerns, we use the slogan â€œFinancial Planning and Advice for Everyday Life.â€ Clients are encouraged to call us when they have a major life event, such as a new job, a baby, a marriage or divorce, or if they are planning to buy a new home or start their own business. We also encourage our clients to call us with more common everyday questions, such as â€œHow should I invest within my 401(k) or 403(b) plan?â€ "How can I reduce my taxes?â€ â€œWhat advice can you offer on refinancing my home?â€ â€œHow much life insurance do I really need and whatâ€™s the best type for me right now?â€
Long Term Care
Asset Management
1. Control the controllable. Spending, saving, asset allocation and expenses are the elements that we can manage. Market gyrations are not.
College Funding

View All Services

Provided by