Annuity Myths and Truths
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.