Jean  Keener,  CFP<sup>&reg;</sup> - Financial Advisor

Jean Keener, CFP®

CRPC

Principal

Keener Financial Planning, LLC

1692 Keller Parkway
Keller, TX 76248
FINANCIAL ADVISOR'S WEBSITE
(817) 993-0401

General

Jean Keener is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Keener Financial Planning, LLC in Keller, TX and the surrounding communities.

Financial Advisor Overview

We help people at a wide variety of financial levels with a focus for most of our clients on retirement planning and investments. We are different than most other firms because we don't sell any investment products or charge based on a percentage of assets. When we work with you on your financial plan, we create investment recommendations for you to implement on your own at a discount brokerage or mutual fund company of your choice or for us to implement for you. In either case, we are strictly fee only. We set our flat fees based on how much time we'll spend working on your project, the complexity, and overall situation. You can choose to be an ongoing client or as-needed. The result of this approach is that we can often-times save our clients a lot of money on their investment costs while providing high-quality, customized advice.

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Financial Advisor Experience

I started Keener Financial Planning in 2008 after 10+-year career in business management. We now serve more than 200 clients annually and have 8 employees including myself, 2 planning associates, and 2 operations/administrative staff. We have offices in Dallas and Keller.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CRPC (Chartered Retirement Planning Counselor)

Financial Advisor's Specialties

Comprehensive Financial Planning, Asset Allocation, Estate Planning, Investment Management, Insurance, Retirement

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Helpful Financial Planning Resources