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O'Keefe Wealth Strategies, LLC

Brendan O’Keefe, CFP®, CPA, MBA, is a CERTIFIED FINANCIAL PLANNER (tm) professional and the owner of O’Keefe Wealth Strategies, LLC located in the beautiful town of Orleans, Cape Cod, Massachusetts. He specializes in creating plans designed to help build, manage and preserve his clients' wealth in direct alignment with their unique sets of financial, retirement and legacy goals.

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CONTACTS AT OKEEFEWEALTH.COM

O'Keefe, Brendan

25 P●●●●Road

Or●●ns , MA, 02653

UNITED STATES

508●●●543
br●●●●●@okeefewealth.com

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O'Keefe, Brendan

25 P●●●●Road

Or●●ns , MA, 02653

UNITED STATES

508●●●543
br●●●●●@okeefewealth.com

View this contact

null

O'Keefe, Brendan

25 P●●●●Road

Or●●ns , MA, 02653

UNITED STATES

508●●●543
br●●●●●@okeefewealth.com

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O'Keefe Wealth Strategies, LLC | okeefewealth.com Reviews
<META>
DESCRIPTION
Brendan O’Keefe, CFP®, CPA, MBA, is a CERTIFIED FINANCIAL PLANNER (tm) professional and the owner of O’Keefe Wealth Strategies, LLC located in the beautiful town of Orleans, Cape Cod, Massachusetts. He specializes in creating plans designed to help build, manage and preserve his clients' wealth in direct alignment with their unique sets of financial, retirement and legacy goals.
<META>
KEYWORDS
1 CFP
2 Certified Financial Planner
3 Cape Cod
4 Retirement
5 Orleans
6 Lower Cape
7 Wealth Management
8 Financial Planning
9 Retirement Planning
10 Retirement Income
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skip navigation,about us,our firm,our location,our services,our qualifications,in the media,our calendar,client account access,other links,tell a friend,resources,articles,calculators,flipbooks,newsletters,glossary,tax library,videos,market watch,charting
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O'Keefe Wealth Strategies, LLC | okeefewealth.com Reviews

https://okeefewealth.com

Brendan O’Keefe, CFP®, CPA, MBA, is a CERTIFIED FINANCIAL PLANNER (tm) professional and the owner of O’Keefe Wealth Strategies, LLC located in the beautiful town of Orleans, Cape Cod, Massachusetts. He specializes in creating plans designed to help build, manage and preserve his clients' wealth in direct alignment with their unique sets of financial, retirement and legacy goals.

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okeefewealth.com okeefewealth.com
1

Our Calendar : O'Keefe Wealth Strategies, LLC

http://www.okeefewealth.com/Our-Calendar.4.htm

O'Keefe Wealth Strategies, LLC. O'Keefe Wealth Strategies, LLC. What is a CFP? Markets at a Glance. Our commitment to the community extends beyond financial services. Please keep an eye on our calendar section for any upcoming events we sponsor. We will also list other events - including seminars - in this section. What is a CFP? Educate yourself on a variety of financial topics. A host of financial tools to assist you. Timely Newsletters to help you stay current. A dynamic library of videos. Of this fin...

2

O'Keefe Wealth Strategies, LLC

http://www.okeefewealth.com/learning_center/glossary

O'Keefe Wealth Strategies, LLC. O'Keefe Wealth Strategies, LLC. What is a CFP? Markets at a Glance. Click any letter (A-Z) to jump to the corresponding section of the alphabetically-ordered glossary list. To search the glossary, enter a term to search for, then click the Search icon. Enter term to search for:. Adjusted Gross Income (AGI). An interim calculation in the computation of income tax liability. It is computed by subtracting certain allowable adjustments from gross income. The process of reposit...

3

O'Keefe Wealth Strategies, LLC

http://www.okeefewealth.com/learning_center/newsletters

O'Keefe Wealth Strategies, LLC. O'Keefe Wealth Strategies, LLC. What is a CFP? Markets at a Glance. Fifty-seven percent of American workers have saved less than $25,000 for retirement, and 28% have saved less than $1,000. Source: Employee Benefit Research Institute, 2015. Will you outlive your retirement income? Are your financial expectations for the coming year realistic? Preparing to Retire in a Down Market. Have You Used Mobile Payments? Who Needs a Succession Plan? HOT TOPIC: The British Are Leaving!

4

Our Location

http://www.okeefewealth.com/location.cfm

O'Keefe Wealth Strategies, LLC. O'Keefe Wealth Strategies, LLC. What is a CFP? Markets at a Glance. Please complete the Contact Form and we'll be in touch. O'Keefe Wealth Strategies, LLC. Orleans, MA 02653. What is a CFP? Educate yourself on a variety of financial topics. A host of financial tools to assist you. Timely Newsletters to help you stay current. A dynamic library of videos. These magazine-style flipbooks provide helpful information. Financial terms from A to Z. Enter stock ticker symbol:.

5

O'Keefe Wealth Strategies, LLC

http://www.okeefewealth.com/market_watch/detailed_quote

O'Keefe Wealth Strategies, LLC. O'Keefe Wealth Strategies, LLC. What is a CFP? Markets at a Glance. Market data delayed per exchange rules. All quotes are in US Eastern Time (EST). What is a CFP? Educate yourself on a variety of financial topics. A host of financial tools to assist you. Timely Newsletters to help you stay current. A dynamic library of videos. These magazine-style flipbooks provide helpful information. Financial terms from A to Z. Manage your taxes and prepare for the upcoming tax season.

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O'Keefe Wealth Strategies, LLC. O'Keefe Wealth Strategies, LLC. What is a CFP? Markets at a Glance. Personalized and Comprehensive Planning Solutions. Welcome to our website, where you'll find a wealth of information in the form of educational articles and monthly newsletters covering timely subject matter, magazine-style flipbooks and videos covering a variety of financial topics and concepts and useful calculators available to assist with addressing some of the more common financial questions. We hope ...

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