How we can help

KEI Financial focuses primarily on helping clients work toward their retirement goals.  Our extensive knowledge of the 403(b) industry and experience on the defined benefit plans offered by public school and government agencies, such as CalSTRS and CalPERS has enabled us to service many individuals in the Southern California area.

We are able to provide retirement projections to our clients in order to help them better plan for their future

KEI Financial can also help businesses with their 401(k) needs.  We are able to set up 401(k) plans at a minimal cost to the employer.  Plans vary greatly, however, the cost to the employer can be as little as $2000.  We pride ourselves on our ability to match the proper investments with the companies' objectives.  We keep the best interest of the employee at hand by offering products with low annual expenses.