Keffer Financial Planning

Name: Keffer Financial Planning
Address: 511 W Wesley St, Wheaton, IL, 60187, US
Telephone: 630-842-5609

511 W Wesley St
Wheaton, IL 60187 630-842-5609

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? out of 1 recommended

Consumer Ratings for Keffer Financial Planning — 1 Ratings

Percent of customers who rated service "superior" for:

Giving helpful advice

Doing work properly

Promptness/responsiveness

Overall quality

Consumer Comments for Keffer Financial Planning

Consumer from ALGONQUIN, IL
Aug 24, 2013

Bill asked for a bunch of information about what we made, how we invested, and what we spent, when we expected to retire, etc... The standard stuff. And then he gave us projections of how long our money was likely to last. He was willing to run through a couple different scenarios (what if we work longer, what if SSI doesn't pay off, etc.), but the whole process was far less iterative and participative than I thought and hoped.

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Keffer Financial Planning

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Consumer Ratings for Keffer Financial Planning — 1 Ratings

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Keffer Financial Planning

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Consumer Ratings for Keffer Financial Planning — 1 Ratings

Consumer Comments for Keffer Financial Planning

You won't find anything else like Checkbook

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