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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Texans’ Options with 529 Education Savings Plans

January 27, 2010

Many states provide an incentive for their residents to use their state’s 529 plan through use of a state income tax deduction.  Because Texas doesn’t have a state income tax, your options are really completely open in terms of what state’s 529 savings plan you use.  You can go shopping for the best … [Read more...]

Filed Under: College Funding, News, Your Finances Tagged With: 529 plans, 529 plans for Texans, college financial advising, college financial planning, college planning, education financial advising, education financial planning, education planning, saving for college, Texas college planning, Texas education funding

Texas Tomorrow Fund Deadline Rapidly Approaching

October 21, 2009

For participants in the Texas Guaranteed Tuition Plan (also known as the Texas Tomorrow Fund) an important refund deadline is approaching.  Any refund requests received before November 30 will be processed according to the current rules.  The current rules allow for a refund of the original … [Read more...]

Filed Under: College Funding, News, Your Finances Tagged With: college planning, Texas college planning, Texas education funding, Texas Guaranteed Tuition Plan, Texas Tomorrow Fund, Texas Tomorrow Fund refunds

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Keener Financial Planning
3 hours ago
Keener Financial Planning

We had such a great day on Friday with our entire team together including four of our remote teammates who flew in for the week! ✈️

The morning was all about collaboration and growth as we worked together, set goals, and prepared for the year ahead. In the afternoon, things got competitive with two escape rooms, and we’re proud to say every team beat the clock! 🕐🔑

We wrapped up the day at Board & Brush in Colleyville, letting our creative sides shine as we relaxed and made something special to take home. 🎨✨

We’re always so grateful for our annual Team Building Day! It’s a wonderful reminder of the power of teamwork, laughter, and shared goals. Coming together like this helps us grow stronger as a team so we can continue serving our clients with excellence, care, and collaboration. 💙
... See MoreSee Less

We had such a great day on Friday with our entire team together including four of our remote teammates who flew in for the week! ✈️

The morning was all about collaboration and growth as we worked together, set goals, and prepared for the year ahead.  In the afternoon, things got competitive with two escape rooms, and we’re proud to say every team beat the clock! 🕐🔑

We wrapped up the day at Board & Brush in Colleyville, letting our creative sides shine as we relaxed and made something special to take home. 🎨✨

We’re always so grateful for our annual Team Building Day!  It’s a wonderful reminder of the power of teamwork, laughter, and shared goals.  Coming together like this helps us grow stronger as a team so we can continue serving our clients with excellence, care, and collaboration. 💙
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Keener Financial Planning
4 days ago
Keener Financial Planning

If ads marketing title lock insurance have given you pause, we recommend taking the steps recommended in this article from the FTC. (Hint: they don't recommend the "insurance.") ... See MoreSee Less

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Home title lock insurance? Not a lock at all

consumer.ftc.gov

If you’ve seen ads for home title lock insurance, they might have you worried. After all, the ads say thieves can steal the title to your home. But then the ads tell you to buy title lock insurance ...
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Keener Financial Planning
6 days ago
Keener Financial Planning

The books for our next book club in November have arrived! Clients, you can drop by our Keller office to pick one up or order it on Amazon. Get the book club details and link to the RSVP at keenerfinancial.com/your-money-fall-2025-book-club/ ... See MoreSee Less

The books for our next book club in November have arrived! Clients, you can drop by our Keller office to pick one up or order it on Amazon. Get the book club details and link to the RSVP at https://keenerfinancial.com/your-money-fall-2025-book-club/
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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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