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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When an Insurance Company Fails

May 10, 2010

Last week I attended the Financial Planning Association annual symposium in Dallas, and one of the speakers was Bart Boles, executive director for Texas' insurance guaranty association.  He shared the association's processes when an insurance company fails, and how we as the consumer would likely be … [Read more...]

Filed Under: Insurance, Investing, News, Your Finances Tagged With: annuities, disability insurance, insurance, life insurance, state guarantee association

Annuities: Retirement Income Option

December 5, 2008

Everyone like a guarantee.  Unfortunately, in the financial services industry they're few and far between.  And those that are available often come with a steep price -- if you can even figure out what the price is. As you know, I don't sell any products or accept commissions on products I … [Read more...]

Filed Under: Retirement, Your Finances Tagged With: annuities, Retirement, retirement income, single premium immediate annuities, SPIA

December 2008 Newsletter

December 5, 2008

The December Newsletter is now available. Click here to view the newsletter. … [Read more...]

Filed Under: News, Newsletters Tagged With: annuities, newsletter, Retirement

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Keener Financial Planning
2 weeks ago
Keener Financial Planning

Our Spring Financial Planning Newsletter with updated investment market perspective, advice on how to handle 401(k) rollovers during times of market volatility, estate planning for your pets, and more! ... See MoreSee Less

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Spring 2025 Financial Planning Newsletter - Keener Financial Planning

keenerfinancial.com

Our Spring 2025 financial planning newsletter is now available. And there’s a lot to cover! We share tips for how to handle 401(k) rollovers during volatile market conditions and a TurboTax double-c...
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Keener Financial Planning
4 weeks ago
Keener Financial Planning

Our office will close early at 3:00 PM today and remain closed through Friday in observance of Good Friday. We will reopen with regular hours on Monday.

Wishing you a safe and wonderful weekend!
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Our office will close early at 3:00 PM today and remain closed through Friday in observance of Good Friday.  We will reopen with regular hours on Monday.

Wishing you a safe and wonderful weekend!
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Keener Financial Planning
1 month ago
Keener Financial Planning

In the midst of a tumultuous period in the investment markets, Christine Benz with Morningstar, Inc. provides a great to-do list for investors. ... See MoreSee Less

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What Now? An Investor’s To-Do List for Chaotic Markets

www.morningstar.com

A down market offers opportunities to check progress toward your long-term investing goals—and even save on taxes.
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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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