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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Best Financial Planners 2021 D Magazine

October 24, 2021 By Jean Keener, CFP, CRPC

Best Financial Planners Dallas 2021

Patty Priddy and Jean Keener have again been named to the D Magazine list of Best Financial Planners in Dallas. Each spring, D Magazine asks Certified Financial Planners in the Dallas-Fort Worth chapter of the Financial Planning Association to nominate their peers who deserve the title of Best … [Read more...]

Filed Under: Featured Posts, News, Our Advice in the News Tagged With: Best Financial Planners

Best Financial Advisor 2021

July 27, 2021 By Jean Keener, CFP, CRPC

Best Financial Advisor Keller Living Magazine

We are delighted to share that Keener Financial Planning has been awarded Best Financial Advisor by readers of Living Magazine Keller for 2021.  Thank you so much to all who voted for us.  We are so grateful for each of our clients and supporters in the Keller community.  You make our work fun and … [Read more...]

Filed Under: News, Our Advice in the News

Top Wealth Managers 2020

December 6, 2020 By Keener Financial Planning

Keener FInancial Planning team

We are delighted to share that Keener Financial Planning once again was included in the D Magazine Top Wealth Managers list for 2020.  We were one of 33 firms named out of 43 applicants.  According to D Magazine, a panel of esteemed local wealth managers reviewed the final list and the selection was … [Read more...]

Filed Under: News, Our Advice in the News Tagged With: Top Wealth Managers

Best Financial Planners 2020

December 5, 2020 By Keener Financial Planning

Best Financial Planners 2022

We are honored to share that Patty Priddy and Jean Keener have been named to the D Magazine 2020 list of Best Financial Planners in Dallas. Each spring, D Magazine asks Certified Financial Planners in the Dallas-Fort Worth chapter of the Financial Planning Association to nominate their peers … [Read more...]

Filed Under: News, Our Advice in the News Tagged With: Best Financial Planners

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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

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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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Keener Financial Planning
1 week ago
Keener Financial Planning

We're so honored to be included in the D Magazine Best Financial Planners and Top Wealth Managers list again!

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Were so honored to be included in the D Magazine Best Financial Planners and Top Wealth Managers list again!

https://keenerfinancial.com/keener-financial-in-d-magazine-2023-best-financial-planners-and-top-wealth-managers/
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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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