All written content on this site is for informational purposes only. Opinions expressed herein are solely those of Jean Keener, Principal, Keener Financial Planning, LLC. Information, resources and material offered are believed to be from reliable sources, and no representations are made as to their accuracy or completeness. This site is organized as a blog site, and as such the information posted is believed to be accurate at the time of posting. However, archival blog posts may remain on the site after legislation, IRS limits, or other rule changes have occurred. Please check the date of the post, and be aware that archival blog posts are not updated when changes occur. All information and ideas should be discussed in detail with your individual advisor prior to implementation.
This site provides links to other sites for the convenience of our users. Keener Financial Planning has no control over the accuracy or content in websites found through the links within.
This site is only intended for clients and interested investors residing in states and countries in which Keener Financial Planning, LLC is qualified to conduct investment advisory services. Keener Financial Planning, LLC is an SEC registered investment adviser located in Keller, TX. Keener Financial Planning, LLC may only transact business in those states or countries in which it is registered, or qualifies for an exemption or exclusion from registration requirements. For non-clients of the firm, Keener Financial Planning, LLC’s website is limited to the dissemination of general information pertaining to its investment advisory services.
Please contact Keener Financial Planning, LLC at 817-993-0401 to find out if we may conduct advisory business in the state or country where you reside. Accordingly, Keener Financial Planning, LLC does not, and will not, effect or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, through this website. Any subsequent, direct communication with a prospective client shall be conducted by a Keener Financial Planning, LLC representative who is either registered or qualifies for an exemption or exclusion from registration in the state or country where the prospective client resides.
View our ADV Part 2.
About Recognition and Awards
Keener Financial Planning has received awards from various organizations. We are honored to receive these recognitions and deeply appreciate being included. Keener Financial Planning has a policy to not pay for inclusion in any award list, however we have had the opportunity to purchase advertising in some publications after receiving the awards. Clients and potential clients should be aware that receipt of any award does not guarantee a particular level of expertise, service, or investment results. It should also not be construed as an endorsement by any current client. All clients and potential clients are encouraged to conduct their own due diligence about the firm prior to and while receiving services from us.