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]

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Our Services

Keener Financial Planning is flexible in providing a full range of comprehensive financial planning and investment advisor 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 we optimize our recommendations for the independent custodian you plan to use for implementation.

We’re an SEC-registered investment advisor*, and our services go well beyond just investment advice.  We provide advice on issues including:

  • Rachel Songer, CFP®
and Trista Jacobs, CFP® financial planningRetirement planning
  • Investment analysis and management
  • Retirement distribution and tax planning
  • Social security timing
  • Pension analysis including lump sum and survivor options
  • Long-term care funding
  • Insurance review and recommendations
  • Restricted stock and stock options
  • Deferred and other executive compensation
  • Small business retirement plans
  • 401(k), 403(b), and other employer plan allocations
  • College planning
  • Financial decision support including saving for a home, how much to spend on a car, how much emergency fund you should have
  • Tax planning
  • Employment benefits

You may review sample packages and get more information on pricing on the Fee Schedule page.

Here’s also a list of some of the services we don’t provide.

*Be advised that SEC registration does not imply a certain level of skill or training.

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Keener Financial Planning
1 day ago
Keener Financial Planning

Options are available for individuals in a wide variety of financial situations to get financial advice. Jean Keener happy to be a resource for Alisa Wolfson in sharing these options.
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‘Too confusing, stressful and depressing for me to understand.’ I’m 72 with financial issues that need urgent attention. Can I even afford to get help?

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Have an issue with your financial planner or looking for a new one? Email questions or concerns to [email protected].
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Keener Financial Planning
4 days ago
Keener Financial Planning

Friendly reminder of the book launch party with the author Carl Richards Tuesday at 5 pm Central on zoom for our next book club selection: Your Money - Reimagining Wealth in 101 Simple Sketches. addcal.io/e/w96yhcuhxgb4 ... See MoreSee Less

Friendly reminder of the book launch party with the author Carl Richards Tuesday at 5 pm Central on zoom for our next book club selection: Your Money - Reimagining Wealth in 101 Simple Sketches. https://addcal.io/e/w96yhcuhxgb4
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Keener Financial Planning
2 weeks ago
Keener Financial Planning

Jean interviews Carl Richards about his new book Your Money and announces the next KFP book club - you're invited! Details in the comments. ... See MoreSee Less

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Discuss if we’re a good fit for you

Contact Us

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

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