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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Newsletters
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The Corporate World Is All-In on AI
As the race among large tech companies to monetize AI hits full throttle, it’s worth considering how adoption of AI-enabled technologies might affect the economic prospects of businesses and workers.
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Could Employee Ownership Be Part of Your Succession Plan?
An employee stock ownership plan is a qualified retirement plan that enables a business owner to gradually transfer ownership shares to employees, setting up opportunities to cash out in the future.
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Location, Location, Location: The Premium Parents Pay for Top Schools
Homes in neighborhoods with access to top schools tend to cost significantly more than a typical home in the surrounding area.
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Medicare or Medicaid?
It’s easy to confuse Medicare and Medicaid, but there are important differences between the programs.
Calculators
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Lease Payment
How much would your monthly lease payment be?
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.