KEI Financial

Joseph T. Trabert

Welcome to KEI Financial

KEI Financial offers financial products for virtually every investor.  We work with a wide variety of clients and we believe that no client is too small to give knowledgeable, ethical, and independent advice.

We specialize in setting up retirement plans in the private and public sector.  KEI Financial has the ability to work with over 100 different mutual fund families and also 50 different insurance companies.  This diverse selection gives KEI Financial the flexibility to customize your portfolio to meet your specific needs.  We offer unbiased advice and have no ties to any specific mutual fund family or insurance company.  Please visit our extensive products page to view all of our investment choices.
Calculators

Savings Accumulation

Estimate the future value of your current savings.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

More Calculators →

Newsletters

Don’t Bet Your Life on These Insurance Myths

Learning about common life insurance misconceptions can help you make one of the most important decisions for those you leave behind.

Managing Volatility with a Bond Ladder

One way to help manage interest-rate risk and cash flow from bonds is to construct a bond ladder.

Adding Stability in Volatile Times

One strategy that can add growth potential to a portfolio, without assuming many of the risks associated with the financial markets, involves purchasing an annuity contract from an insurance company.

Another Update on the History of the AMT

The future of the AMT is nothing but uncertain. Therefore, it is important to consider the potential effect of the AMT on your tax liability in the coming years.

More Newsletters →