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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Planning for College at Keener Financial Planning

July 7, 2015 By Jean Keener, CFP, CRPC

Rachel Songer CFP

Congratulations to Planning Associate Rachel Songer for earning the Certified College Planning Specialist® (CCPS) designation.  Rachel has been with Keener Financial Planning in Keller since 2013 and this year decided to develop a deeper level of expertise in college planning. Rachel says, "Being … [Read more...]

Filed Under: College Funding, News, Your Finances Tagged With: college planning

May 2013 Personal Finance Newsletter

May 22, 2013 By Jean Keener, CFP, CRPC

The May personal finance newsletter is now available.  In addition to the introduction of our new staff members Jordan Nightingale and Rachel Songer, it includes financial planning information on understanding your expenses in your 401k as you plan your retirement, how to use payable on death … [Read more...]

Filed Under: Estate Planning, Investing, Legislative Changes, News, Newsletters, Your Finances Tagged With: 401(k), college planning, estate planning, Investing, Retirement

June Personal Finance Newsletter

June 17, 2011 By Jean Keener, CFP, CRPC

The June personal finance newsletter is now available.  It includes an investment market update and articles on several personal financial planning topics.  There's information on how long to keep financial records, perspective on the debt ceiling debate, an update on the new "net college cost" … [Read more...]

Filed Under: College Funding, Insurance, Investing, News, Newsletters, Retirement, Your Finances Tagged With: college planning, personal finance, veterans pension

January 2011 Personal Finance Newsletter

January 14, 2011 By Jean Keener, CFP, CRPC

The January newsletter is now available with a 2010 investment market recap, a humorous look at investing resolutions for the new year, and details on the estate tax changes enacted in December.  It also includes an announcement of topics for the Keller Public Library personal finance workshop … [Read more...]

Filed Under: College Funding, Estate Planning, Investing, Legislative Changes, News, Newsletters, Seminars & Events, Your Finances Tagged With: college planning, estate tax, Investing, market update

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Keener Financial Planning
3 days ago
Keener Financial Planning

We are hiring for a Financial Planning Intern for the summer of 2024!

For information about the intern position, please visit our website: keenerfinancial.com/join-our-team/financial-planning-intern/

We invite you to check out this video of Jean Keener talking with our 2023 Intern, Morgan Green, about her experience at Keener Financial Planning.
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Keener Financial Planning
2 weeks ago
Keener Financial Planning

If you want to leave part of your estate to charity, we have suggestions for how to do so most tax-efficiently. Let us know what questions you have on this. ... See MoreSee Less

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Tax-Efficient Beneficiary Designations - Keener Financial Planning

keenerfinancial.com

If you plan to leave part of your estate to charity, tax-efficient beneficiary designations can help your assets go the farthest.
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Keener Financial Planning
2 weeks ago
Keener Financial Planning

We're looking forward to North Texas Giving Day this week. Happy to be a part of it with Friends of Dallas Animal Services!For the fourth year in a row, our incredible friends at Keener Financial Planning will help double your #NTXGivingDay dollars!

This local small business helps clients meet their goals by providing as-needed, fee-only financial planning and investment advice.

Many Keener Financial Planning employees have adopted shelter pets! In their words, "They are part of our families, and we want to help as many furry companions find their forever homes as possible!"

Thank you for your generous support, Keener Financial Planning. 👏🧡

@jean.keener
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Were looking forward to North Texas Giving Day this week. Happy to be a part of it with Friends of Dallas Animal Services!
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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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