Justin is an independent, licensed insurance agent representing numerous carriers. Justin understands his clients are in different stages of life: you might be purchasing a first home, financing a child’s post-secondary education or planning for retirement. He believes a sound financial plan must reflect your personal or business situation, and so will work to highlight the financial products that best fit your goals. Once your custom-tailored financial plan is in place, Justin will continue working to review achievements against your stated aims, and ensure you are comfortable everything is moving forward according to plan.
Justin O'Keefe - Founder and CEO
Jules O'Keefe has been at the forefront of O'Keefe Financial Services for over 5 years. He excels in customer service and is deeply committed to serving the families of his community. With an ever expanding array of knowledge in the insurance industry, Jules is committed to bringing the utmost service and diligence to each and every family he services. Jules believes a cornerstone of financial planning is the recognition that everyone’s economic and life situation is unique, and personalized service is essential when matching clients with the right financial products and services.
Jules O'Keefe - Vice President
Miles O'Keefe, financial advisor and pre-planning specialist, has been with O'Keefe Financial Services since 2009. He believes everyone’s economic and life situation is unique, and keeps that in mind when providing financial advice. He believes that personalized service is essential when matching clients with the right financial products and services. As a Financial Advisor, Miles is dedicated to learning about your personal goals, and together will use them to build a financial plan focused on your specific needs.
Miles O'Keefe - Advisor
Prior to finding O'Keefe Financial Services, I had met with two different financial advisors on the topic of annuities. To make a long story short,...Connie S.www.okeefefs.com
FINANCIAL GOALS & OBJECTIVES
In order to reach your financial dreams, you must have clearly defined goals and objectives. You have to know what your goals are before you can achieve them. Once you define your goals, you then need an actionable plan of objectives set in place to take you there.
As fiduciary advisors, we help you articulate your goals and objectives when you initially meet with us.
Goals are broad aims that do not have dollar amounts or dates associated with them. For example, a goal might be to "buy a home" or "retire comfortably."
Objectives are specific aims that have dollar amounts and a target date. For example, "retire with $2,000,000 in January 2016." We help clients quantify their objectives so that strategies can be set up to achieve the objective. Additionally, we help clients assign a weight to each objective relative to their other objectives.
We track our client's goals and objectives over the years so that we can show the degree of progress in meeting those goals and objectives.Services