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:

  • Investment Advisor Keener 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
5 hours ago
Keener Financial Planning

Just a heads up...We will be closed tomorrow, Friday, December 8th, for our annual team building day. We are excited to set goals and strengthen our teamwork, ensuring the best service for all our amazing clients. ... See MoreSee Less

Just a heads up...We will be closed tomorrow, Friday, December 8th, for our annual team building day. We are excited to set goals and strengthen our teamwork, ensuring the best service for all our amazing clients.
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Keener Financial Planning
2 days ago
Keener Financial Planning

Another helpful reminder that we don't have to predict the timing of recessions to be successful long-term investors! ... See MoreSee Less

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Long-Term Investors, Don’t Let a Recession Faze You | Dimensional

www.dimensional.com

In the past century, there have been 15 recessions in the US. In 11 of them, stock returns were positive two years after the recession began.
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Keener Financial Planning
5 days ago
Keener Financial Planning

Our quick reference for 2024 financial planning figures is now available -- it includes the 401k, IRA, and HSA contribution maximums and more! ... See MoreSee Less

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2024 Key Financial Planning Numbers - Keener Financial Planning

keenerfinancial.com

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...
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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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