Your financial plan should be unique to you – tailored to your goals and what’s most important in your life. The planners at Keener Financial Planning believe you should have control over how you want to receive financial advice, too. Ranging from hourly financial planning on an as-needed basis to full-service wealth management, the Keener team works with you in a fee-only, fiduciary capacity to support you in creating the plan and life you envision.
The Keener team also uses the transparency lens in evaluating their investment recommendations. They focus on tax-efficient, low-cost, diversified investment portfolios. Samuel Pond, co-owner and lead planner, says “Keeping investment costs low is one of the biggest factors you control in your investment returns.” Clients can receive specific instructions to implement these portfolios on their own or opt for ongoing services where the Keener team handles the implementation and ongoing rebalancing for them.
While investing is important, many other financial decisions can have an even greater long-term impact. Clients seek advice from the Keener team on a wide range of topics including retirement distribution planning and investing during market volatility. In this age of artificial intelligence, getting an answer to a financial question isn’t hard. But knowing that it’s the right answer and fully considers all the trade-offs of your unique situation takes an experienced planner who knows you. Rachel Songer, co-owner and lead planner, shares “I love giving clients that one piece of missing information that lets them confidently move forward with a decision they know is right for them!”
Keener Financial Planning has grown through the years. Jean Keener founded the firm as a solo practitioner in 2008 and today it has 14 employees, nine of whom are CFP® professionals. While Keener is still the majority owner, the firm now has four additional owners with plans to continue expanding ownership to ensure the long-term continuity of the organization. They are still accepting new clients and offer a complimentary initial consultation to see if it’s a good fit. The team offers in-person financial planning in Keller and Dallas as well as virtual financial planning sessions.
Advisory services are offered through Keener Financial Planning, LLC, an investment adviser registered with the U.S. Securities & Exchange Commission. Be advised that SEC registration does not imply a certain level of skill or training. Please review all of our disclosures at KeenerFinancial.com.