Keener Financial Planning

Keener Financial Planning is a Fee only Certified Financial Planner in Dallas, Ft. Worth, and Keller, TX. Call us to schedule today at (817) 993-0401.

817-993-0401 | [email protected]

Objective Financial Advice

Tailored to your unique situation on a fee-only basis.

Your concerns may be retirement, college, changing careers, getting control of your finances, investing more effectively-- or likely some combination of those and others.

Our financial planners take your goals, work with you to discover the best path to reach them, and define clear action steps to get you there.

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Personal Financial News

Get updates on financial news and tips in our latest newsletter.

Frequently Asked Questions

This FAQ addresses some of the most common questions people have prior to engaging our services.

Interview Our Planners

KFP's planners answer the questions consumers should ask an advisor before beginning work together.

Using a 529 Plan to Fund a Roth IRA

You may have heard that you can use 529 Plan money to fund a Roth IRA. But how does it work? And why would you want to do this? College savings (529) plans are popular tools for saving for college. … [Read More...]

2024 Key Financial Planning Numbers

Here's a quick-reference sheet for some of the 2024 key financial planning numbers. It includes tax brackets, retirement plan contribution maximums, education credits, estate tax exemptions, HSA and … [Read More...]

Main Office:

1692 Keller Parkway
Keller, TX 76248

Ph: 817-993-0401
Fax: 817-993-0002

Satellite Office:

2626 Cole Avenue, 3rd floor
Dallas, TX 75201