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Investments

Investments can play a key role in your financial plan. For individuals, a mix of registered and non-registered savings, income and pension plans can help pursue short- and long-term goals. For employee groups, I can offer advice on registered and non-registered savings and pension plans.

  • Group retirement and savings plans

 

Group retirement and savings plans

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For business owners, group retirement and savings plans can play a key role in attracting and retaining quality employees.

Just like you, your dedicated employees are working towards a safe, secure future. Either provided independently or paired with group benefits, a group savings plan is a convenient, flexible and affordable way to help your employees work towards pursuing their long-term financial goals.

I can help you and your valued employees choose group retirement and savings products. We will design an investment plan tailored to fit the needs of everyone involved. Choose from products like:

  • Registered retirement savings plans designed specifically for groups
  • Deferred profit sharing plans
  • Defined contribution pension plans
  • Non-registered savings programs

Contact us today to learn about how group retirement and savings plans can benefit your business.

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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