The financial management process at KEI Financial begins with an in-depth evaluation of your current financial situation.  Once we have established your overall objectives, we will then focus on your specific goals and design a plan that will help you achieve them.

Here are some of the services we offer:

General Investment Strategies

Establishing Retirement Accounts

College Funding Goals

Pension Plan Reviews

Debt Reduction

Life and Disability Insurance

Goal Setting

With changing economic conditions and market swings, we advocate investing sensibly over the long run and maintaining a portfolio that matches your goals.  We work side by side with you so that you are informed and educated about the investments you own.