Keener Financial Planning is flexible in providing a full range of comprehensive financial planning services. In fact, we think that’s one of the great reasons to work with us. Our favorite client relationship is an ongoing, comprehensive financial planning relationship because it provides you with the most in-depth financial analysis and support and gives us the best chance to get to know you, your values, and goals. However, we also recognize that depending on your preferences and situation, a one-time engagement or quick check-up may be a better fit. And we’re happy to work with you in whatever way is best-suited for you.
We also recognize that some people want full-service investment management as part of their financial planning relationship, and others prefer to implement our advice on their own. Either is fine with us, and all of our recommendations are suitable for implementation through one of our independent custodian relationships or through a broker of your choice.
- Retirement planning
- Cash flow planning
- College funding
- Employment benefits
- Estate planning fundamentals
- 401(k) allocations and rollovers
- Investment analysis and management
- Long-term care
- Lump sum distributions
- Portfolio design and asset allocation
- Tax planning
In addition we also offer financial check-ups or second opinions on any of the above areas, financial seminars and general consumer financial education. You may review some packages and get more information on pricing on the Fee Schedule page.