Keener Financial Planning provides objective fee-only financial planning on an as-needed or ongoing basis. The team of Certified Financial Planner™️ professionals welcomes clients from all walks of life regardless of their asset size, income, or net worth. Areas of planning expertise include retirement, low-cost and index-based investing, tax-efficient retirement distribution strategies, social security, college, long term care, insurance, taxes, estate planning, budgeting, car/home purchase decisions, and more. Investment advice is offered for do-it-yourself investors to implement on their own at a discount brokerage, or the firm provides full-service investment implementation and management services. The firm is SEC-registered and offers services to residents of all 50 states. Meetings are conducted at their offices in Keller, TX or Dallas, TX or virtually through video conference.
