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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Keener Financial Planning COVID-19 Safety Procedures Update

March 12, 2021

Kelli Hinton Director of Operations and her daughter

Beginning in April 2021, we will offer clients the option to meet in person or virtually.  We encourage everyone to make the choice that feels most comfortable to you. Our mask policy is updated as of May 2021: In Keller, we encourage clients to use their discretion on masking.  The majority of … [Read more...]

Filed Under: News Tagged With: COVID-19

Coronavirus Financial Planning Updates

April 1, 2020

The tax filing and payment deadline for your 2019 taxes has been extended to July 15.  It may still make sense to file your 2019 taxes sooner if it enhances your ability to qualify for the direct payment or receive it via direct deposit.  Estimated tax payments due on April 15 for 2020 are also … [Read more...]

Filed Under: Legislative Changes, News, Newsletters, Taxes, Your Finances Tagged With: COVID-19

How Keener Financial Planning is Staying Available During COVID-19

March 22, 2020

Keener Financial Planning team

We know this is a difficult time for everyone – concern about ourselves or our loved ones getting sick, social isolation, uncertainty, business disruption in many industries, difficulty getting all the groceries we want,  cancelled travel, and of course our investment portfolios. At Keener … [Read more...]

Filed Under: News Tagged With: COVID-19

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Keener Financial Planning

We're celebrating being Great Place to Work-Certified for the 4th year in a row! www.greatplacetowork.com/certified-company/7047689 ... See MoreSee Less

Were celebrating being Great Place to Work-Certified for the 4th year in a row! https://www.greatplacetowork.com/certified-company/7047689
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Keener Financial Planning
2 weeks ago
Keener Financial Planning

In case you need a reminder about the perils of individual stock picking, fee only financial planner Allan Roth shares some highlights in Barron's. ... See MoreSee Less

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Stock-Picking Is Fun. But the Odds of Winning Are Dismal.

advisorstream.com

Academic research shows that only a tiny fraction of stocks beat the returns of a broad index over time.
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Keener Financial Planning
4 weeks 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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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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