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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Free Financial Advice Bus Tour in D-FW

February 6, 2009 By Jean Keener, CFP, CRPC

Mark your calendars for February 23 from 11:30 to 1:30.  The national Your Money Bus tour will be making a stop at a place near and dear to my heart – Southlake Central Market.  Local financial advisors, including me, will be there to answer your financial questions at no charge. We’re all keenly … [Read more...]

Filed Under: Budgeting and Saving, Debt Management, News, Seminars & Events Tagged With: Central Market, debt, free financial advice, Kiplingers, NAPFA, savings, TD Ameritrade, your money bus

FDIC Insurance

January 8, 2009 By Jean Keener, CFP, CRPC

What's protected? Bank deposits are protected by the Federal Deposit Insurance Corporation (FDIC), an independent agency backed by the full faith and credit of the U.S. government. FDIC insurance covers both demand deposits, such as checking, NOW, savings, and money market deposit accounts, and … [Read more...]

Filed Under: Budgeting and Saving, Legislative Changes Tagged With: FDIC, savings

Free Seminar, Jan. 5: Retirement Savings

December 2, 2008 By Jean Keener, CFP, CRPC

Where: Keller Public Library (640 Johnson Rd., Keller, TX) When: Monday, January 5, 2009, 6:30 to 8:00 p.m. Limited Space.  Reservations Recommended.   Call (817) 743-4840 to reserve your seat. Figure out how much you need to save for retirement.  Take a realistic look at your progress, and … [Read more...]

Filed Under: Retirement, Seminars & Events Tagged With: Retirement, savings, seminars

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Keener Financial Planning
4 days ago
Keener Financial Planning

We are hiring for a Financial Planning Intern for the summer of 2024!

For information about the intern position, please visit our website: keenerfinancial.com/join-our-team/financial-planning-intern/

We invite you to check out this video of Jean Keener talking with our 2023 Intern, Morgan Green, about her experience at Keener Financial Planning.
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Keener Financial Planning
2 weeks ago
Keener Financial Planning

If you want to leave part of your estate to charity, we have suggestions for how to do so most tax-efficiently. Let us know what questions you have on this. ... See MoreSee Less

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Tax-Efficient Beneficiary Designations - Keener Financial Planning

keenerfinancial.com

If you plan to leave part of your estate to charity, tax-efficient beneficiary designations can help your assets go the farthest.
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Keener Financial Planning
2 weeks ago
Keener Financial Planning

We're looking forward to North Texas Giving Day this week. Happy to be a part of it with Friends of Dallas Animal Services!For the fourth year in a row, our incredible friends at Keener Financial Planning will help double your #NTXGivingDay dollars!

This local small business helps clients meet their goals by providing as-needed, fee-only financial planning and investment advice.

Many Keener Financial Planning employees have adopted shelter pets! In their words, "They are part of our families, and we want to help as many furry companions find their forever homes as possible!"

Thank you for your generous support, Keener Financial Planning. 👏🧡

@jean.keener
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Were looking forward to North Texas Giving Day this week. Happy to be a part of it with Friends of Dallas Animal Services!
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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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