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What is our process?
01
Retirement Planning
Envision your retirement. It’s a time you can do all the things you love but must be financially prepared to do so. Explore how our certified Ocean Springs financial advisors can help you reach the retirement you envision, or preserve the retirement that you’re in.
02
Retirement Cash Flow Analysis
A common fear amongst baby boomers is running out of money. Life expectancy continues to increase, adding more years in retirement and healthcare costs continue to rise putting many at risk of outliving their assets. Our team of Ocean Springs financial advisors and wealth management experts help our clients sustain the lifestyle you deserve and meet your financial goals.
03
Tax Services Planning
Planning to reduce taxes is an essential piece of your overall financial plan. There are many different variables to consider, our financial advisors in Ocean Springs are tax service and planning experts pay critical attention to income taxes, capital gains taxes and more during every step of your financial planning process.
We will help secure your financial independence.
"Money does not bring you happiness, but it brings you freedom, and the opportunity to enjoy life with the ones you love. Secure your future today"
Our investing principles are safe and secure, with principle and interest gained 100% guaranteed regardless of the market.
Satisfaction guaranteed.
At O'Keefe Financial Services, our approach is based on a time tested process that considers all parts of your financial life., doing everything in our power to create the winning plan.
Consultation is fee.
In our first meeting we will evaluate your financial situation, create list of goals and concerns to help determine the best plan towards financial freedom at no cost to you.
$40 Million
Assets Under Management
2,000
Investment Clients in Every Region of the United States
15
A+ Rated Companies Appointed With
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