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Personalized Client Experience

Taking care of what’s important so you can focus on what matters most to you.


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Pursuing Success by

Working Together

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.


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Learn More Today About

How We Help

Contact us today to find out how we can help with your financial needs.


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01. About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.

02. Our Philosophy

As a firm, our focus is to understand your goals and develop a plan to pursue them. 

03. Our Process

A strong planning process is strives to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

Our Services

 
 

Investments

Investments can play a key role in your financial plan. A mix of registered and non-registered savings can help pursue your goals.

 

Insurance

Insurance is essential to many comprehensive financial plans. It can protect you and your family from undue hardship.

 

Retirement Planning

Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.

Our Team

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Jeff Keessen

LPL Financial Advisor

AIF®

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Jeff Keessen

Phone: 269-948-9969

Fax: 269-945-4890

Email: jeffrey.keessen@lpl.com

Jeff Keessen began his career as a Registered Representative and Financial Advisor in 2000.  His areas of specialty include wealth accumulation, preservation and distribution with individuals and small business owners.

His designation as an Accredited Investment Fiduciary® (AIF) supports him in his role of providing investment fiduciary advice to retirement plan trustees and employees.  He holds the following licenses: FINRA securities registrations through LPL Financial: Series 7, 63, 66® and is registered to sell securities in the following states:  MI, AZ, FL, HI, IL, IN, MN, MO, NC, VA, WY.  He also holds the Michigan Accident, Life & Health Insurance and Variable Annuities licenses.

Jeff earned his bachelor’s degree from Calvin College in Grand Rapids, MI

Jeff is a member of the Grand Rapids chapter of NAIFA (National Association of Insurance and Financial Advisors).  Jeff currently serves as the chairman of the Thornapple Credit Union Board.

Jeff and his wife, Jenny, live in Grand Rapids, MI with their two sons, Isaac and Jonah.

*Securities registrations held through LPL Financial.

Bio
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Karen Hayward

Administrative Assistant

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Karen Hayward

Phone: 269-948-9969

Fax: 269-945-4890

Email: karen.hayward@lpl.com

Karen Hayward is the Administrative Assistant to Jeffrey Keessen.   In addition to administrative, operational and compliance functions, Karen generates and manages all the paperwork required to open new accounts, process distributions from an account, transfer accounts, and set up online access.

Karen plays an integral role in making sure our office operates smoothly and efficiently providing customer service, account maintenance, operational support and provides Notary Public services.

Karen and her husband Glen live in Delton, MI. 

Bio

We manage assets for individuals and families, providing investment management, and financial planning services


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Our Blog

Latest Blog Posts

How to Create a Financial Plan

Submitted by Water's Edge Financial on January 19th, 2021

Creating a financial plan may seem overwhelming to those that have never completed one, but taking the first steps to creating a plan is much easier than you may think.

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Do You Still Need Life Insurance When You Retire?

Submitted by Water's Edge Financial on January 19th, 2021

4 Reasons You May Consider Keeping It

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How do I Save for a Goal?

Submitted by Water's Edge Financial on January 19th, 2021

The goal for your saving plan is up to you. Some people enjoy travel or the latest electronics. Others may save for school or a home purchase. While there are a thousand ways to spend your money, there’s only one way to save it — stick to the plan.

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Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Phone: 269-948-9969

Email:

jeffrey.keessen@lpl.com
karen.hayward@lpl.com
 

525 W. Apple St., Hastings, Michigan 49058

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  • Legal, privacy, copyright and trademark information

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, FL, HI, IL, IN, MD, MI, MN, MO, NC, VA, WY.

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