Expertise

KEI Financial focuses primarily on retirement planning.  Our extensive knowledge of the 403(b) industry and expertise on the defined benefit plans offered by public school and government agencies, such as CalSTRS and CalPERS has enabled us to become a leading provider of financial services to educators in the Inland Empire.

KEI Financial uses one of the most advanced retirement plan illustration programs available to the industry.  We are able to give accurate retirement projections to our clients in order to better plan for their future.  This allows us to give the client guidance regarding how long they will have to work, how much they will need to invest, and also what they can expect to earn in retirement.

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.

Securities offered through Joseph T. Trabert, Registered Representative, ePLANNING Securities Inc., Member FINRA, SIPC