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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Tips to Help Preserve Your Inheritance
It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.
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Life Insurance for Two
Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.
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Cash Balance Plans Help Some Business Owners Supersize Retirement Savings
These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.
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Key Tax Law Changes to Higher Education Coming Soon
The One Big Beautiful Bill Act includes many provisions that affect higher education.
Calculators
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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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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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.