Keener Financial Planning

Financing specialist
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Keener Financial Planning



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About Keener Financial Planning
Professional experience
Keener Financial Planning - Keller, TX Firm Profile Keener Financial Planning is a trusted and experienced fee-only certified financial planner serving clients in Keller, Dallas, and the surrounding areas. Led by Jean Keener, CFP, our team is dedicated to helping individuals and families navigate the complexities of financial planning and achieve their unique goals. Our Services At Keener Financial Planning, we understand that each person has different aspirations and circumstances. That's why we offer a range of services tailored to meet your specific needs: 1. Retirement Planning: Our team will work closely with you to develop a comprehensive retirement plan that ensures your financial security and peace of mind during your golden years. 2. Investment Management: With our expertise in investment management, we will help you make informed investment decisions, designed to optimize your returns while managing risk. 3. Tax Strategies: We take a proactive approach to tax planning, helping you minimize your tax liabilities and maximize your savings. 4. Estate Planning: Secure your legacy and protect your loved ones with our customized estate planning services. We can assist you in creating a robust estate plan that reflects your wishes and ensures a smooth transition of your wealth. Why Choose Keener Financial Planning? When it comes to financial planning, choosing the right professional is crucial. Here are a few reasons why Keener Financial Planning stands out: 1. Fee-Only Structure: As a fee-only financial planner, we are committed to acting in our clients' best interests. We do not earn commissions, ensuring that our advice is solely focused on your financial wellbeing. 2. Personalized Approach: We believe in building strong relationships with our clients, understanding their unique goals and challenges. By taking the time to know you personally, we can tailor our services to meet your specific needs. 3. Experienced and Qualified Professionals: Jean Keener, CFP, brings years of expertise and industry knowledge to every client engagement. With a deep understanding of financial planning strategies, she can guide you toward financial success. Schedule Your Free Consultation Today Ready to take control of your financial future? Contact us today at (*information hidden*to schedule your complimentary consultation. During this meeting, we will discuss your goals, assess your current financial situation, and develop a tailored plan to help you achieve financial security and peace of mind. Don't wait any longer to secure your financial well-being. Visit Keener Financial Planning in Keller, TX, and let us be your partner on the path to financial success.

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Location

Keller, Tarrant (76248)

Important to know

  • Weekdays  00:00 - 00:00
  • Sat  00:00 - 00:00
  • Sun  00:00 - 00:00
Business hours
Weekdays  00:00 - 00:00
Sat  00:00 - 00:00
Sun  00:00 - 00:00
  • English
SpeaksEnglish
Business hours
  • Weekdays  00:00 - 00:00
  • Sat  00:00 - 00:00
  • Sun  00:00 - 00:00
Business hours
Weekdays  00:00 - 00:00
Sat  00:00 - 00:00
Sun  00:00 - 00:00
Speaks
  • English
SpeaksEnglish

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