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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Your Invitation to Our Open House

October 13, 2020 By Jean Keener, CFP, CRPC

Keener Financial Planning Open House

Visit us in our new building at 1692 Keller Parkway Saturday, October 24, 2020 from 9 am - noon Join us for an outdoor gathering in the parking lot.  Small groups wearing masks will be led indoors for guided tours of the building.  Enjoy breakfast treats and bring your outdated paperwork for … [Read more...]

Filed Under: News, Seminars & Events

Real-World Retirement Planning Workshop

March 6, 2020 By Jean Keener, CFP, CRPC

Jean Keener is a CFP

Jean Keener, CFP®, CRPC®, will present on real-world retirement planning as part of the Fort Worth Public Libraries Money Smart Week. She’ll cover tax-efficient ways to save for retirement, determining if you’re financially ready to retire, and how to safely transition to spending your retirement … [Read more...]

Filed Under: News, Retirement, Seminars & Events, Your Finances Tagged With: Retirement

Fall Retirement Planning Workshops Announced

August 30, 2014 By Jean Keener, CFP, CRPC

Chinese stock market in your portfolio

Our fall schedule for retirement planning workshops at the Keller Public Library has just been released.  The series is entitled Countdown to Retirement and is designed for individuals and couples within 5 – 10 years of retirement. During the workshop sessions you will learn about the tools and … [Read more...]

Filed Under: News, Retirement, Seminars & Events, Your Finances Tagged With: Investing, Retirement, social security

Countdown to Retirement: Free Keller Financial Workshop Series

January 23, 2014 By Jean Keener, CFP, CRPC

We will be holding retirement planning workshops again this year at the Keller Public Library.   The series is entitled Countdown to Retirement and is designed for individuals and couples within 5 – 10 years of retirement. February, Part I: Creating your Retirement Plan This session will cover how … [Read more...]

Filed Under: News, Seminars & Events

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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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