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

More Reasons to Convert

Thanks to tax law changes, converting traditional IRA assets to a Roth IRA, or rolling over employer-sponsored retirement plans to a Roth, has become more attractive.

HOT TOPIC: What's Ahead for 2009

Economists believe the U.S. economy probably entered a recession in late 2008, but a recovery could be in motion by the second quarter of 2009. What else might 2009 have in store?

Why Do Lower Prices Equal Higher Yields?

The price/yield relationship is rooted in the secondary bond market, where bonds may trade at a premium or discount of the par (or face) value.

Manage Your Tax Burden

If tax season has you searching for ways to lighten your tax load, here are two options to consider.

More Newsletters →