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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Motley Fool Endorses Garrett Planning Network

March 3, 2010 by Jean Keener, CFP®, CRPC™

I’m writing to let you know about an exciting new development in my business. The Motley Fool has exclusively endorsed and is promoting the services of financial advisors affiliated with the Garrett Planning Network, the international organization of fee-only financial advisors with which I am proud … [Read more...]

Filed Under: News Tagged With: Fool endorses Garrett, Garrett Planning Network, Motley Fool

Roth 401(k) and 403(b)

June 24, 2009 by Jean Keener, CFP®, CRPC™

One of my fellow Garrett Planning Network members, Jim Blankenship in New Berlin, Illinois, did a great summary article on Roth 401(k)s and 403(b)s yesterday.  More and more companies are making the Roth 401(k) or 403(b) an option.   Legislation was also recently signed allowing the Roth … [Read more...]

Filed Under: Featured Posts, Retirement, Taxes Tagged With: Garrett Planning Network, retirement planning, Roth 401(k), Roth 403(b), Roth Option, tax savings, Thrift Savings Plan, TSP

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Keener Financial Planning
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The fall 2026 financial planning newsletter includes investment market perspective, the social security 2027 COLA, year-end planning deadlines, and more! ...

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Fall 2026 Financial Planning Newsletter - Keener Financial Planning

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The fall 2026 financial planning newsletter from the Keener team includes investment perspective, annual inflation updates, and more.
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Keener Financial Planning
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Megan Coyne, CFP® provides a 2026 year-end financial planning checklist - including considerations for those in savings mode or retirement distributions! ...

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Year-End Financial Planning Checklist - Keener Financial Planning

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This year-end financial planning checklist can help identify opportunities to avoid missed deadlines and stay on track with your finances.
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2 days ago

We're so grateful to be included in these lists again this year! ...

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D Magazine Best Financial Planners and Top Wealth Managers - Keener Financial Planning

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Keener Financial Planning celebrates 2026 inclusion in D Magazine's lists for Dallas-Ft.Worth Best Financial Planners & Top Wealth Managers.
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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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