Insurance • Investments • Retirement Planning
FELIX J. KEATS, LUTCF, RFC®
Registered Financial Consultant
Welcome to Keats Financial Services
Keats Financial Services was founded in 1993 with the goal of assisting clients in every aspect of their financial lives. I know that each customer has specific needs, which I strive to meet with quality service and individual attention. I pride myself in giving you comprehensive Insurance and Investment information and the convenient assistance you're looking for. Please don't hesitate to contact me with any questions by phone or email
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Member
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Newsletters
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Avoiding Probate with a TOD Deed and TOD Account
In many states, a transfer-on-death (TOD) deed and/or account can help avoid probate without the cost and complexity of a trust.
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Three Ways to Help Build Financial Resilience
Here are some steps to help handle challenging times and potentially emerge even stronger.
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How Has SECURE 2.0 Affected 401(k) Plans?
The SECURE 2.0 Act introduced new features designed to make 401(k)s even more appealing to workers.
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Surprise! It’s Retirement Time
Considering some important issues now could provide more options in the event of early retirement.
Calculators
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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Credit Card Debt
How Long Will It Take to Pay my Balance?