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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Financial Planners Able to Accept Reviews

July 15, 2025

Sample of Current Client Disclosure

We wanted to share a recent regulatory change that we're excited about. Financial planners are now permitted to receive and share online reviews! For many years, professionals like doctors and attorneys have used reviews to help consumers feel confident in choosing a professional they can trust. … [Read more...]

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

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Keener Financial Planning
2 days ago
Keener Financial Planning

🐾🎉 Happy National Dog Day! Our team’s furry coworkers insisted on making an appearance today. 🐶💼

We’d love to see your pups too! Drop a photo in the comments so we can all enjoy the cuteness!

#nationaldogday
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🐾🎉 Happy National Dog Day!  Our team’s furry coworkers insisted on making an appearance today. 🐶💼

We’d love to see your pups too!  Drop a photo in the comments so we can all enjoy the cuteness!

#nationaldogday
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Keener Financial Planning
6 days ago
Keener Financial Planning

If you're considering a Roth conversion, this article provides a good high-level summary of the considerations. Have a great weekend! ... See MoreSee Less

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What Trump’s Megabill Means for Roth IRA Conversions

advisorstream.com

The tax-and-spending legislation enacted in July has tax breaks for some savers but makes an already-complex process trickier.
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Keener Financial Planning
2 weeks ago
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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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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