top of page
Keats Financial Services
Products & Services
At Keats Financial Services, we provide assistance in the following areas:
Investments
-
529 College Savings Plans
-
Traditional IRA
-
Roth IRA
-
SEP IRA
-
Simple IRA
-
Mutual Funds
-
Variable Annuities
Financial Consulting
-
Individual Financial Plans
-
Retirement Plans
-
401(k) Rollovers
-
401(k) Implementation
-
College Planning
-
Estate Planning
Insurance
-
Health Insurance for Individuals and Small Businesses
-
Disability Income
-
Life Insurance - Permanent and Term Plans
-
Long Term Care
-
Fixed, Index & Variable Annuities
-
Medicare Supplement
-
Dental Insurance
-
Travel Insurance
bottom of page