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.

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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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Main Office:

1692 Keller Parkway
Keller, TX 76248

Ph: 817-993-0401
Fax: 817-993-0002

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2626 Cole Avenue, 3rd floor
Dallas, TX 75201

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