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Keener Financial Planning

Objective Financial Advice Tailored to your unique situation on a fee-only basis.

Financial planner in Keller, TX (show on map)
Google 5.0
★★★★★
3 reviews

Fee-only Certified Financial Planner in Dallas, Ft. Worth, and Keller, TX offering personalized financial planning.

Call (817) 993-0401
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Keener Financial Planning website

About

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. Your concerns may be retirement, college, changing careers, getting control of your finances, investing more effectively-- or likely some combination of those and others. Our financial planners take your goals, work with you to discover the best path to reach them, and define clear action steps to get you there. Learn More Personal Financial News Get updates on financial news and tips in our latest newsletter. Frequently Asked Questions This FAQ addresses some of the most common questions people have prior to engaging our services. Interview Our Planners KFP's planners answer the questions consumers should ask an advisor before beginning work together. Financial Myth Bustin There is a LOT of personal finance content out there. You can scroll through reels on social media, subscribe to podcasts, attend a conference... you can even sit through a presentation on annuities … [Read More...] Digital Legacy Planning Most people think of estate planning as organizing financial accounts, legal documents, and property. But an increasingly important part of your legacy now lives in a different place—your digital … [Read More...] Are Bond Funds as Bad as They Look? When you see the bright red negative percentage next to your bond fund, you might reasonably question how much it's contributing to your portfolio. Reviewing bond fund gain/loss percentages causes … [Read More...]

Fee-only financial planning
No commissions or referral fees
NAPFA-Registered Financial Advisors
Members of the Garrett Planning Network and Financial Planning Association
CERTIFIED FINANCIAL PLANNER® professionals

Services

Financial Planning

Comprehensive financial planning services tailored to individual goals, including retirement, college, career changes, and effective investing.

Fee-only Certified Financial Planner Personalized financial planning Objective recommendations No commissions or referral fees

Credentials & Certifications

CERTIFIED FINANCIAL PLANNER®
Since 2023
Financial Paraplanner Qualified Professional™ (FPQP®)
Since 2020
NAPFA-Registered Financial Advisor
Since 2019

Reviews

Google
Rating
5
★★★★★
Reviews
3
"Recommending Keener Financial Planning comes easily to us."

Frequently Asked Questions

What is Financial Planning? +

Financial planning is the process of meeting your life goals through the proper management of your finances, which can be done independently or with a professional.

How are Keener Financial Planners Paid? +

Keener Financial Planners are fee-only, receiving no commissions or referral fees, ensuring recommendations are in the client’s best interest.

What Designations Do Keener Financial Planners Hold? +

Keener Financial Planners are NAPFA-Registered Financial Advisors, members of the Garrett Planning Network and Financial Planning Association, and many hold the CERTIFIED FINANCIAL PLANNER® designation.

Contact Keener Financial Planning

Keener Financial Planning
Category
Financial planner
Wheelchair Accessible
Call (817) 993-0401

Location

Location of Keener Financial Planning, 1692 Keller Pkwy, Keller, TX 76248 · View on Google Maps

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Get in Touch

Ready to work with Keener Financial Planning?

Reach out today to schedule a consultation.

(817) 993-0401

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