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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Resources

Following are links to some information sources and providers that you may find useful.  We’re providing these links to help make your financial and life-planning choices easier, but we can’t be responsible for the content once you leave our site.

College and Financial Aid

Saving for College: http://www.savingforcollege.com

FinAid: http://www.finaid.org/

Estate Planning

nolo: http://www.nolo.com

Financial Information

Yahoo Finance: http://finance.yahoo.com/

Quicken: http://www.quicken.com

The Motley Fool: http://www.fool.com

Morningstar: http://www.morningstar.com

Finance CCH: http://www.finance.cch.com/

Insurance

Texas Department of Insurance: http://www.tdi.state.tx.us

Retirement

American Association of Retired Persons: http://www.aarp.com

Medicare: http://www.medicare.gov

Social Security Administration: http://www.ssa.gov

Taxes

Internal Revenue Service: http://www.irs.gov

Financial Planning

Garrett Planning Network: http://www.garrettplanningnetwork.com

CFP Board of Standards: http://www.CFP.net

Financial Planning Association: http://www.fpanet.org

National Association of Personal Financial Advisors: http://www.napfa.com

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Keener Financial Planning
3 days ago
Keener Financial Planning

Our summer 2025 newsletter has updates on how the OBBBA will affect your 2025 tax planning, insights on the investment markets, tips on how to avoid fraud and more! keenerfinancial.com/summer-2025-financial-planning-newsletter/ ... See MoreSee Less

Our summer 2025 newsletter has updates on how the OBBBA will affect your 2025 tax planning, insights on the investment markets, tips on how to avoid fraud and more! https://keenerfinancial.com/summer-2025-financial-planning-newsletter/
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Keener Financial Planning
1 week 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
1 week 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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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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