O'Keefe Wealth Strategies, LLC

About

O'Keefe Wealth Strategies, LLC is an independent, comprehensive financial services firm dedicated to helping clients build wealth and protect their hard-earned assets. Our firm is independent, so our loyalty belongs exclusively to our clients. Our unique approach towards addressing and pursuing our client's overall goals and financial objectives is personalized, relationship-based and solutions-driven in nature.

Our firm's ultimate goal is to foster long-term partnering relationships with our clients centered on the pursuit of their unique goals and personal financial objectives.

Our services at O'Keefe Wealth Strategies, LLC begin with getting to know our clients and their unique financial planning goals. Simply put, we listen first rather than talk. Our clients include individuals and businesses and our services encompass the five broad areas of financial planning which cover such questions as:

•Investment Planning - Are my assets effectively allocated to minimize my risks while maximizing my long-term portfolio potential?

•Retirement Planning - How do I consolidate all of my assets to generate my desired level of income? How do I minimize the chances (and worries) of outliving the nest egg I have worked so long and hard to accumulate?

•Tax Planning - Am I paying more in taxes than I otherwise need to?

•Estate Planning - How can I reduce my exposure to estate taxes? How can I lessen the costs and burdens associated with probate? How can I best structure my assets to most effectively preserve them for my heirs? How can I learn more regarding other estate planning strategies that I may not otherwise be aware of, including Durable Powers of Attorney, Health Care Proxies, Living Wills and Irrevocable Life Insurance Trusts (ILIT), etc.?

•Insurance Planning - Do I have enough insurance to meet my unique goals and personal circumstances? Do I have too much insurance (i.e. am I insurance rich and cash poor)? Do I have the right type of insurance in place best suited for my defined needs?

For the estate planning and tax planning components, we make it a policy to work very closely with our client’s existing attorneys and tax practitioners. In the event that these relationships have not yet been established, we typically refer our clients to qualified professionals specializing in these areas of practice.

Securities offered through Cambridge Investment Research, Inc., Member FINRA, SIPC. Advisory services through CIRA, Inc., a Registered Investment Advisor.