A lot's being written right now about how to prepare for the Biden tax plan. There are click-bate headlines warning of actions you must take now before December 31, 2020. Before we take any tax planning actions, we need to consider the various scenarios that could unfold. First, we won't know … [Read more...]
Top Wealth Managers 2020
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...]
Best Financial Planners 2020
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...]
Virtual Tour of Our New Office
Welcome to our happy space. We are delighted to share this 4 minute virtual tour of our new office in Keller at 1692 Keller Parkway. We look forward to many years of hearing about our clients' goals from these rooms -- whether you're here in person or connecting with us online. And then working … [Read more...]
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