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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D Magazine 2019 Top Wealth Managers and Best Financial Planners

November 21, 2019

Certified Financial Planner professionals

We are delighted to share that Keener Financial Planning once again was included in the Top Wealth Managers in DFW list for 2019.  We were one of 24 firms named out of 42 applicants.  According to D Magazine, a panel of esteemed local wealth managers reviewed the final list and the selection was … [Read more...]

Filed Under: Featured Posts, News, Our Advice in the News Tagged With: best financial planner

Keller Best Financial Planer 2009 – 2012

October 4, 2012

Thank you to the readers of the Keller Citizen for voting Keener Financial Planning Keller’s 2012 Best of the Best Financial Planner again this year!  We greatly appreciate your support. Keener Financial Planning’s mission is to provide objective, expert financial advice tailored to your unique … [Read more...]

Filed Under: Featured Posts, News, Our Advice in the News Tagged With: best financial planner

Best Financial Planner Award 2009 – 2011

October 7, 2011

Thank you to the readers of the Keller Citizen for voting Keener Financial Planning Keller's Best Financial Planner again for 2011!  We greatly appreciate your support, and enjoy providing financial planning and investment advice for our clients in Keller and greater North Texas. Keener … [Read more...]

Filed Under: Featured Posts, News Tagged With: best financial planner

Best Financial Planner Award 2010

August 25, 2010

Thank you Keller Citizen readers for voting Keener Financial Planning Best Financial Planner again for 2010!  The Keller Best of the Best issue for 2010 publishes September 22, and I was delighted to find out yesterday that, through your votes, Keener Financial Planning was selected for the second … [Read more...]

Filed Under: News, Our Advice in the News Tagged With: best financial planner

Best Financial Planner Award

September 23, 2009

The Keller Citizen released their Best of the Best 2009 issue this morning, and I'm delighted to share that I  was voted best financial planner in Keller by readers of the paper. Keener Financial Planning did not pay to receive the award, but we did have the opportunity to purchase advertising in … [Read more...]

Filed Under: News, Our Advice in the News Tagged With: best financial planner, Keller best financial planner, Keller best financial planner award, Keller Citizen best financial planner, Keller financial planner

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Keener Financial Planning
12 hours 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 day 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
1 week 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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