Director of Operations269.202.8253
Client Services Associate269.202.8253
Why choose Keim Financial?
For over 25 years, Chad has worked to build lasting, loyal relationships with his clients’ goals in mind, allowing him to forge deep, personal relationships that have become the foundation for a strong, successful, and established financial planning platform.
Rooted in the value that every client must invest in themselves, Keim offers comprehensive plans for all stages of life.
As an independent advisor, Keim is able to offer greater, personalized service to his clients.
The benefits of Keim Financial Group include
Customized guidance based on your entire financial picture
You have the freedom of a wide range of investment options tailored to what is best for you.
A high level of expertise to support your complex financial needs.
Need to talk to us directly?
Asset Allocation Planning
Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk. It is based on the premise that the different asset classes have varying cycles of performance, and that by...
Business Succession Planning
The death of a partner or major stockholder in a business can have devastating effects on both the business and the deceased partner’s surviving family. The business is concerned with gaining control of the deceased partner’s interest at a fair price so that it can continue operations without...
Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations. For one, people are living longer. A person who turns 65 today could be expected to live as many as 20 years in retirement as compared to a retiree in 1950 who lived, on average, an...
Social Security History and Benefits
Created as a result of the Great Depression, The Social Security Act was signed into law by President Roosevelt in 1935...Read More
All Donations Are Not Created Equal
Giving money to philanthropic causes is important to many of us. Year end giving in particular is popular with both...Read More
Do Spouses Need the Same Amount of Life Insurance?
Pat and Kelly, new parents, made a couple monthly budget adjustments upon the arrival of their first child. First, due...Read More