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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HOT TOPIC: Pressure at the Pump: Will High Gas Prices Shake the U.S. Economy?
This article looks at why gas is so expensive, what it might take to stop the upward trend, and the potential effect of high gas prices on consumers and the broader economy.
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Strategies for Taking RMDs
This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).
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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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Strategies for Smarter Giving
In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.
Calculators
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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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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Savings Accumulation
Estimate the future value of your current savings.