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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Online Shopping in the Tariff Era
Even small online purchases that are shipped from outside the United States must now pass through customs — and are likely to incur duties.
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Investing with Market Cap in Mind
Holding stocks in companies of varied sizes through mutual funds or exchange-traded funds could help increase portfolio diversification.
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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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Don’t Take the Bait: Top Tax Scams in 2025
As tax filing season approaches, the IRS warns taxpayers to watch for scams that can cause identity theft, financial loss, or criminal penalties.
Calculators
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Lease Payment
How much would your monthly lease payment be?