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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March Monthly Newsletter

March 9, 2009

The March monthly newsletter is now out.  It includes information on current economic conditions, how to create your own Equity Indexed Annuity, figuring out if your insurance company is secure, Roth IRA conversions, and the Making Work Pay tax credit.  To view it, click here. … [Read more...]

Filed Under: Investing, Legislative Changes, Newsletters, Retirement, Taxes Tagged With: economy, equity indexed annuity, insurance company stability, Making Work Pay tax credit, Roth IRA conversion

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Keener Financial Planning
4 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

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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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Keener Financial Planning
1 month ago

We will be closed on Friday, June 19th. ... See MoreSee Less

We will be closed on
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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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