No Matter Where You Are, Find A Business Near You
O'Keefe Financial Services is a trusted financial goal planner based in Ocean Springs. Their team of financial advisors, partnered with Financial Independence Group, is dedicated to helping individuals reach their long-term wealth management goals. They offer services such as retirement planning, retirement cash flow analysis, and tax services planning. Their mission is to help clients envision and preserve the retirement they desire, while also addressing concerns about running out of money in retirement. O'Keefe Financial Services prioritizes tax planning as an essential part of the overall financial plan, considering income taxes and capital gains taxes to help secure clients' financial independence. With a time-tested approach and a focus on creating winning plans for each client, they offer free consultations to evaluate financial situations and determine the best path towards financial freedom.