You Deserve a Successful Retirement

Your retirement revolves around a myriad of choices and options. Between your 401(k), Social Security and health insurance, it’s enough to keep you up at night. And for most people, it boils down to one question: Am I going to run out of money?

It doesn’t matter if retirement is a few years away, in the next month or five years ago.   Your goal in retirement is to, well, enjoy retirement. Right?  

Whether that’s spending time with your grandchildren or playing golf or wintering in Florida, or traveling the world, the last thing you want to worry about is your portfolio, taxes, or estate plan. 

At Successful Money Strategies, our mission is to help people just like you have the most successful retirement they can achieve.  We strive to take those burdens off your shoulders so you can spend more time enjoying your retirement – because that’s what you worked so hard for in the first place!

Our unique approach involves optimizing your entire financial position. This not only includes reviewing your assets and portfolio, but involves analysis of your income tax, cash flow and estate planning, as well as mundane items such as your auto and homeowner’s insurance.

This is supposed to be your golden years – your time to relax and enjoy life.  It means as much to help every single one of my clients have a better quality of life as it is to help my mom and dad.

You only get one shot at a successful retirement. And you deserve a successful retirement.

Dennis J. O'Keefe

CERTIFIED FINANCIAL PLANNER™
(508) 730-2300

Dennis knew what he wanted to do with his life from junior year in high school. His desire to become a financial planner led him to a Bachelor of Science degree from Bentley University.

With over 25 Years of Financial Planning, Dennis has developed his comprehensive view of client situations. His specialties are in the fields of estate planning, taxes, long term care, and comprehensive planning. Dennis currently holds his Certified Financial Planner™ certification.

Anna M. O’Keefe

Anna is a chip off of the old block.  A graduate of University of Massachusetts - Dartmouth she coordinates client care and back office management for Successful Money Strategies.  Any time she is not in the office, you are likely to find her at a local stable riding horses.

These Should Be Your Golden Years

The impact of what I do really hit home when my dad retired about twenty years ago.  

I could see the fear and anxiety on his face.

I understood the pressure that an ill-planned retirement causes. 

Guiding you into and through a successful retirement is my life’s work – how I impact individuals and families.

Schedule a call with Dennis