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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Great Place to Work

June 29, 2022

Dallas-Fort Worth-based Keener Financial Planning has been certified as a Great Place to Work! We couldn’t be prouder of our team.  The recognition is based on what our employees say about their experience working at our firm in Keller, TX.  One hundred percent of our employees say Keener is a great place to work, as compared to 59% of employees nationwide.

“Great Place to Work Certification™ isn’t something that comes easily – it takes ongoing dedication to the employee experience,” said Sarah Lewis-Kulin, vice president of global recognition at Great Place to Work. “It’s the only official recognition determined by employees’ real-time reports of their company culture. Earning this designation means that Keener Financial Planning is one of the best companies to work for in the country.” To see what our employees say about working here, check out our survey results on the Great Place to Work website.

Great Place to Work CertifiedTeam members enjoy a collaborative environment with the option for most employees to work from home up to 3 days per week once fully trained. With open vacation, paid sick time, and flexible schedules, the firm is committed to work-life balance, one of the firm’s core values.  Employees also enjoy generous 401(k) matching and medical, dental, vision, and life insurance benefits.  Team members may also be offered the option to buy in as owners of the firm. Perhaps the biggest benefit of working at Keener is the opportunity to do meaningful work with clients from all walks of life in a truly objective, fiduciary capacity. We get to feel good about what we do and how we do it. Hear directly from our team members in this series of brief videos.

Want to explore joining our team?  We’re hiring.

Filed Under: Featured Posts, News Tagged With: Great Place to Work

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Keener Financial Planning
3 days ago
Keener Financial Planning

Happy Friday! As you head out to the weekend, we wanted to update you on how we're using AI at Keener Financial Planning. Please let us know of any questions! ... See MoreSee Less

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How We're Using AI - Keener Financial Planning

keenerfinancial.com

We share how we're protecting client data security, ensuring continued accuracy and personalization, and seeking efficiency with AI.
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Keener Financial Planning
4 days ago
Keener Financial Planning

A very helpful Q&A from Forbes on the provisions in the new law! This bill went through a lot of revisions, so Forbes covers some of the provisions that actually made it into the final version (and what didn't). ... See MoreSee Less

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Answers To Your Individual Tax Questions About The One Big Beautiful Bill Act

advisorstream.com

Got questions about the new deductions for seniors, tips, overtime and car loans? Here’s what readers have been asking—and the answers—about those, as well as other updated tax provisions.
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Keener Financial Planning
2 weeks ago
Keener Financial Planning

We will be closing at 3 pm today (7/3) and remain closed for Friday (7/4).

Wishing everyone a happy and safe 4th of July weekend!
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We will be closing at 3 pm today (7/3) and remain closed for Friday (7/4).  

Wishing everyone a happy and safe 4th of July weekend!
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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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