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
7 hours ago

The summer 2026 financial planning newsletter is now available. In addition to our investment update and mid-year financial considerations, we share an overview of Trump / 530A accounts including how to find out if your children are eligible for any free money. We also answer the question: “Does your financial planner care how you spend your money?” And, we share reflections on what the World Cup and financial planning have in common. ... See MoreSee Less

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Summer 2026 Financial Planning Newsletter - Keener Financial Planning

keenerfinancial.com

Trump / 530A accounts, World Cup Reflections, Spending Matters, and Investing Market update in our Summer 2026 financial planning newsletter.
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Keener Financial Planning
5 days ago

The World Cup caused us to reflect on how reality can often be better than expectations. ... See MoreSee Less

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Financial Planning and the World Cup: “This Isn’t What I Expected” - Keener Financial Planning

keenerfinancial.com

What's the common thread we see between financial planning and this year's World Cup? "This isn't what I expected."
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Keener Financial Planning
4 weeks ago

In observance of Independence Day, our office will be closing at 3:00 p.m. on Thursday, July 2, and will remain closed through Friday, July 3.

We hope you have a safe, relaxing, and memorable weekend as we celebrate America's 250th birthday! Happy Independence Day!
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In observance of Ind
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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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