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: News Tagged With: financial planner reviews

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Keener Financial Planning
21 hours ago
Keener Financial Planning

Friendly reminder of the book launch party with the author Carl Richards Tuesday at 5 pm Central on zoom for our next book club selection: Your Money - Reimagining Wealth in 101 Simple Sketches. addcal.io/e/w96yhcuhxgb4 ... See MoreSee Less

Friendly reminder of the book launch party with the author Carl Richards Tuesday at 5 pm Central on zoom for our next book club selection: Your Money - Reimagining Wealth in 101 Simple Sketches. https://addcal.io/e/w96yhcuhxgb4
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Keener Financial Planning
2 weeks ago
Keener Financial Planning

Jean interviews Carl Richards about his new book Your Money and announces the next KFP book club - you're invited! Details in the comments. ... See MoreSee Less

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Keener Financial Planning
2 weeks ago
Keener Financial Planning

As we get closer to Medicare open enrollment, this article from 65 Incorporated is a must read for anyone of Medicare age. ... See MoreSee Less

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Informed Consent: Key To Preventing Big Medicare Advantage Mistakes – Diane Omdahl

www.dianeomdahl.com

Informed Consent: Key To Preventing Big Medicare Advantage Mistakes Published by Diane on September 15, 2025 Anyone who has had an MRI, a surgical procedure or even a vaccination comes face to face wi...
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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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