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 service.

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 are unbiased 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

Life Insurance

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

Savings Accumulation

Estimate the future value of your current savings.

Cost of Retirement

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

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

More Calculators →

Newsletters

HOT TOPIC: Breaking Down the Debt-Ceiling Compromise

The Budget Control Act of 2011 raised the federal debt ceiling, mandated modest but significant caps on discretionary spending over the next ten years, and left the details of larger deficit reduction to a 12 member, bipartisan “super committee.” The main provisions of the law include the assumption that higher tax rates will return in 2013.

Giving the Gift of Knowledge

A college education is still a good investment. Consider this statistic: The overall unemployment rate reached as high as 9.9% in 2010, but for workers with a bachelor's degree or higher, it did not exceed 5.1%. But a college education can be expensive. There is a tax-advantaged way to accumulate money for a child's or grandchild's education: a Section 529 plan.

HOT TOPIC: Why Global Investors Are Worried About European Debt

European officials are working on a bailout deal to help debt-laden Greece avoid default, but some are worried a broader eurozone financial crisis may be waiting in the wings. How likely is a Greek sovereign debt default, and how could it affect European and U.S. financial markets?

Another Economic Stimulus

Temporary incentives could affect businesses of all sizes. Although Congress was unable to tackle the controversial issue of future income tax rates before the 2010 midterms, it quietly passed a little-noticed tax package, the Small Business Jobs Act of 2009 (H.R. 5297), that may benefit small businesses and even individual taxpayers.

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