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Our Services

There are many financial products in the market, and so choosing the ones that best address an individual client’s needs can be complicated.  Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation.

Products and services include:

  • 401(k) retirement plans and Individual Retirement Accounts
  • 529 qualified tuition plans
  • Annuities
  • Mutual funds
  • Brokered Certificates of Deposit
  • U.S.Treasuries Securities
  • Group retirement and savings plans
  • Simplified Employee Pension Plans
  • Qualified Retirement Plans
  • Other retirement savings plans designed specifically for employee groups
  • Life insurance
  • Long-term care, disability and critical illness
  • Health Insurance referral to an insurance advisor
  • Group health benefits referral to an insurance advisor
  • U.I.T. (Unit Investment Trust)
  • E.T.F. (Exchange Trade Funds)

Our Services

  • Our Services
  • Investments
  • GWP
  • Saving for College
  • Insurance
  • Retirement Planning
  • Managing Your Finances
  • Asset Allocation
  • Business Succession Planning
  • Charitable Giving

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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