Our Qualifications

Financial & Insurance Consultants have been working with individuals and businesses in the Katy and Houston area since 1986.

Both Ben Jr. and Ben III have extensive personal and professional experience in the Financial arena.  Both also hold a Series 7 (General Securites Representative) Registration, either a Series 65 or 66 (Investment Advisor Representative) and a Group 1 (General Lines Health Insurance) License.

Ben Jr. and Ben III also hold various professional designations, and  both are qualified representatives registered to consult or sell a variety of investment and insurance products.  Some of their designations are listed below:

  

W. Ben Keel, Jr.

  • ThD - Doctor of Theology
  • RHU -Registered Health Underwriter 
  • REBC - Registered Employee Benefits Consultant
  • RFC - Registered Financial Consultant
  • CEP - Certified Estate Planner
  • CFE - Certified Financial Educator

 

W. Ben Keel, III

  • MBA - Masters of Business Administration
  • BBA - Bachelors of Business Administration in Finance
  • CFP® - Certified Financial Planner®
  • ChFC - Chartered Financial Consultant 
  • CFE - Certified Financial Educator
  • CLU - Chartered Life Underwriter

 

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more independent financial future.

We’re looking forward to using our professional experience to help you pursue your financial goals.

Colossians 3:23