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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 and Maintain a Budget

Submitted by Water's Edge Financial on November 23rd, 2018

Whether you’re earning a six-figure salary or just out of college, creating and maintaining a budget is a must. Having a budget that you actually use can help keep spending under control, bolster your savings account, adequately plan for retirement, and keep debt at a manageable level. 

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Things You Should Know About Social Security and Your Retirement

Submitted by Water's Edge Financial on November 18th, 2018

With more than 95% of American workers currently covered by Social Security, there are some things about this massive retirement program that you should probably know.

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Best Tax Friendly Places to Live for Retirees

Submitted by Water's Edge Financial on October 29th, 2018

If you’re approaching retirement age, you may be considering a move to a more retirement-friendly state, particularly if your current state of residence imposes numerous taxes on social security, pensions, and other retirement income.

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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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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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