All written content on this site is for informational purposes only. 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.
Advisory services are offered through Keener Financial Planning, LLC, an investment adviser registered with the U.S. Securities & Exchange Commission. Be advised that SEC registration does not imply a certain level of skill or training.
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 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 Privacy Policy.
View our ADV Part 2.
View our FORM CRS RELATIONSHIP SUMMARY (ADV Part 3).
View How We’re Using AI.
Learn how we are able to accept Online Reviews.
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.
About the CERTIFIED FINANCIAL PLANNER® mark
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
About FPQP® and CRPC™ designations
Financial Paraplanner Qualified Professional™, FPQP®, Chartered Retirement Planning Counselor™, and CRPC™ are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.