open dyslexic mode

There’s a distinct difference between people who’ve been through settling an estate and those who haven’t.

Dennis explains how clients who’ve walked through the legal and emotional chaos of a poorly planned estate come into financial planning with clarity and intention. They know exactly what they want their children to experience and what they want to protect them from.

This clip is about more than paperwork; it’s about legacy, peace of mind, and removing future burdens for the people you love.

Connect with Dennis O'Keefe:

www.successfulmoney.com/
dennis@successfulmoney.com
(508) 730-2300
LinkedIn - Dennis O'Keefe: www.linkedin.com/in/dennisokeefe-/
LinkedIn - Successful Money Strategies, Inc: www.linkedin.com/company/successful-money-strategi…
Facebook - Successful Money Strategies, Inc: www.facebook.com/successfulmoneystrategies
Instagram - Successful Money Strategies, Inc: www.instagram.com/successfulmoneystrategies/
YouTube - Your Telecom Retirement: youtube.com/@DennisTelecomRetirement

All content presented is for educational purposes only and should not be construed as an endorsement of any third party, or as a solicitation or offer to sell securities or provide investment, tax, legal, or consulting services, and should not be acted upon without obtaining specific advice from a qualified professional.
We believe the information presented to be reliable but is not guaranteed as to its accuracy or completeness. All examples are hypothetical and for illustrative purposes only. Any opinions or statements by third parties are their own and may not be representative of the experience of others or indicative of future investment performance or success. No compensation has been exchanged for any testimonials, endorsements, and/or recognitions.