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  1. Home
  2. About
  3. Our Philosophy

Our Philosophy

Our philosophy is simple. We want to get to know you in order to help you make the best financial decisions possible.

As a firm, our focus is to understand your goals and develop a plan to pursue them.  We will meet with you to discuss your retirement goals.  Together, we will implement our recommendations and monitor your progress.  From here, we will plan regular meetings with you to assess the progress toward your goals, and when necessary, we will make adjustments to your financial plan.

Because there are many factors that may change in your situation or the environment, it’s of the utmost importance to us to be proactive and knowledgeable in the financial industry.  

About

  • Our Philosophy
  • Our Process

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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