Products & Services

At Keats Financial Services, we provide assistance in the following areas:

Investments

  • 529 College Savings Plans
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Mutual Funds
  • Variable Annuities

Financial Consulting

  • Individual Financial Plans
  • Retirement Plans
  • 401(k) Rollovers
  • 401(k) Implementation
  • College Planning
  • Estate Planning

Insurance

  • Health Insurance for Individuals and Small Businesses
  • Disability Income
  • Life Insurance - Permanent and Term Plans
  • Long Term Care
  • Fixed, Index & Variable Annuities
  • Medicare Supplement 
  • Dental Insurance
  • Travel Insurance