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

The Cost of Care

When preparing for life in retirement, you should consider the possibility that you may need long-term care at some point.

Reasons to Roll

An IRA rollover is one way to give you the maximum control over your retirement assets.

Free to Retire

A variable annuity might provide a way to help you pursue your retirement goals if you don’t have the time required to develop a winning retirement strategy.

A Grand New Contribution

If you were waiting for the day when you could sock away some serious dough in your individual retirement account, the time has arrived.

More Newsletters →