Keener Financial Planning offers financial planning and investment advice. They provide services like cash flow and debt management, risk management, college funding, retirement planning, estate planning, tax planning, asset allocation, and investment selection. The firm works with clients on an hourly or ongoing retainer basis, always starting with a financial plan. For retainer clients, they also implement investments and provide ongoing support.
Fee Structure
Keener Financial Planning offers ongoing planning and investment management services for a flat annual fee. The minimum annual fee is $3,600, covering both financial planning and investment management. The portion of the fee allocated to each service varies based on your situation. For investment portfolios under $300,000, they only offer retainer services if most of the fee is for financial planning.
