Elizabeth Shurtz (CFP®)

Elizabeth Shurtz focuses in the
following client markets or areas of practice:

  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Hourly
  • Retirement Planning & Distribution Rules

Additional Information

Advisory services are offered through Keener Financial Planning, LLC, an investment adviser registered with the U.S. Securities & Exchange Commission.

NAPFA Start Date

May 11, 2022

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This Office

1692 Keller Pkwy Keller, TX 76248-3702 Phone: (817) 993-0401 Fax: (817) 993-0002