SUCCESSFUL PLANNING PRODUCES RESULTS.

A Look Inside O'Keefe Financial Services

 

OUR MISSION

Our number one mission is to help individuals reach their desired, long-term financial goals with our personal finance advising services in Ocean Springs. At O'Keefe Financial Services, we believe the relationship between you and your financial advisor is one of the most important aspects of successful investing.

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40 Years of Commitment to Excellence

• Justin B. O’Keefe, CLU, CAP, LFD, Founder and CEO of O’Keefe Financial Services, has been a Chartered Life Underwriter for over 30 years as well as being a Licensed Funeral Director, and has recently completed his Chartered Advisor of Philanthropy Degree from the American College in Bryn Mawr, PA.

 

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​OUR VISION

In order to reach your long-term 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 a timely plan of action to get your objectives set in place.  With our long term personal financial advising services, we will help you articulate your goals and objectives when you initially meet with us.

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Our thoughtful investment strategy includes identifying your specific, long-term financial goals, developing and implementing a tailored strategy and maintaining a tax advantaged safe portfolio of quality investments.

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To help investors make sound long-term financial decisions, they need access to information and to options.  That's what guidance is, and providing objective guidance to our families is important to us. Disciplined management and extensive analysis goes into the guidance we provide our families. No matter if you are at or near retirement, a consultation with one of our experienced long-term personal financial advisors in Ocean Springs can make retirement planning more manageable and help ensure you're ready to face your future and your finances.

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OUR APPROACH

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WHAT does O'Keefe Financial Services do?

We believe there is no one-size-fits-all solution when it comes to planning your financial future. We discover your goals, identify potential pitfalls to avoid, and create customized plans for your specific life situation. 

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WHY O'Keefe Financial Services?

​O’Keefe Financial Services currently provides long-term personal financial advising services for Ocean Springs residents and thousands of clients in nearly every region of the U.S. The firm is appointed with over 15 A+ rated companies – a structure that we believe gives us the independence and flexibility to make long-term decisions that are in the best interests of our clients and associates.

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HOW does O'Keefe Financial Services do this?

We believe that failing to plan, is planning to fail. We've take many steps in creating the best plan for our clients.
1) Advise you on how much to save, what types of accounts to invest in, and lower risk level by investing only in plans that 100% guarantee your principal, as well as interest earned.
2) Help you roll over old 401(k)s and IRAs to help you make the most of your money.
3) With the market comes uncertainty, we purposely avoid this by focusing only on plans that will not lose it's value no matter how the market performs.