About Keener financial planning, llc
Keener Financial Planning, LLC: Your Trusted Partner in Financial Planning
Are you looking for a reliable financial planner who can help you achieve your financial goals? Look no further than Keener Financial Planning, LLC. We are a fee-only certified financial planner serving clients in Dallas, Ft. Worth, and Keller, TX.
At Keener Financial Planning, we understand that every client has unique needs and goals when it comes to their finances. That's why we take a personalized approach to financial planning. Our team of experienced professionals will work closely with you to understand your current financial situation and develop a customized plan that meets your specific needs.
Our Services
We offer a wide range of services to help our clients achieve their financial goals. Some of our key services include:
1. Retirement planning: We can help you plan for retirement by developing a comprehensive strategy that takes into account your current assets, income sources, and future expenses.
2. Investment management: Our team can help you manage your investments by developing an investment strategy that aligns with your risk tolerance and long-term goals.
3. Tax planning: We can help you minimize taxes by developing tax-efficient strategies that take advantage of deductions and credits.
4. Estate planning: We can assist with estate planning by helping you create an estate plan that ensures your assets are distributed according to your wishes after death.
5. Insurance analysis: Our team can analyze your insurance coverage to ensure it aligns with your overall financial plan.
Why Choose Keener Financial Planning?
There are many reasons why clients choose us as their trusted partner in financial planning:
1. Fee-only structure: As fee-only planners, we do not receive commissions or other incentives for recommending certain products or services – ensuring our advice is always unbiased and objective.
2. Experienced professionals: Our team includes experienced professionals who hold advanced degrees in finance or related fields – ensuring our advice is based on sound principles backed by research.
3. Personalized approach: We take a personalized approach to financial planning, ensuring our clients receive customized advice that meets their unique needs.
4. Comprehensive services: We offer a wide range of services to help our clients achieve their financial goals – from retirement planning to investment management and more.
5. Commitment to education: We are committed to educating our clients about the principles of sound financial planning, empowering them to make informed decisions about their finances.
Contact Us Today
If you're ready to take control of your finances and achieve your long-term goals, contact Keener Financial Planning today. Call us at (817) 993-0401 or visit our website to schedule a consultation with one of our experienced professionals.