Personalized & Comprehensive Planning Solutions

Welcome to our Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that become available when you take a proactive approach to your personal financial situation.

O'Keefe Wealth Strategies, LLC created this Web site to help individuals and couples gain a better understanding of the financial concepts in the five broad areas of financial planning: investment planning, retirement planning, tax planning, insurance planning and estate planning / wealth preservation. The ultimate goal is to empower those willing and interested to take control of their financial health in the aforementioned areas.  As it has been oftentimes coined, people do not plan to fail, they fail to plan.  Should you find the need to partner with a skilled financial planner towards pursuing your overall goals and objectives, we hope that you choose our Company. 

As you will see when viewing our Web site, our content's aim is centered on a solutions-oriented theme and is not driven by product.  We're here to help educate you about the basic concepts of financial planning, to help you learn more about who we are, and to give you fast, easy access to market performance and data.

We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information and we wouldn't want you to miss any developments in the area of personal finance.

Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.

Financial IQ Test
Take this quick quiz to find out your Financial IQ

Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

More Calculators>>>

Lock in Today’s Tax Rates
If you expect that tax rates are going to increase, you might want to consider opening a Roth IRA.

For Income, Pick Up This Split
A split-annuity strategy can help you begin receiving an income stream that has the potential to last well into the future.

Weather: It Matters
Weather is common fare for small talk, but it’s difficult to think of many topics that can have a bigger effect on economic activity.

Conserve Your Estate
Are your estate strategies up-to-date and ready for whatever legislative changes lie ahead?

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