Our Approach:

We are hands-on at every step.  Retirement is something you only get one shot at.  You can’t go back to work for another ten years if it doesn’t work out. 

We have “retired” literally hundreds of times.  And our approach is to hold your hand, whether you

  1. Are five years from retirement and need to know what to do to get there,
  2. Are retiring this year - and are feeling anxiety regarding the transition, or
  3. Have been retired for several years but are facing new challenges, such as estate planning or medical difficulties.

In every case, our goal is to be right beside you.  This isn’t a transaction to us, it’s a relationship.  One which we hope continues for decades to come.

Our Goal

At Successful Money Strategies, we strive to help every client establish, achieve, maintain and monitor their retirement goals.

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.

Dennis O'Keefe, CFP

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 College.

With over 20 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.

Our Clientele

Most of our clients are retired or are within 10 years of retirement.  They reside primarily in Southern New England but can range from Cape Cod to Lake Winnipesaukee, Florida to Colorado and back.

Contact us Here!

A significant number of clients are employees or retirees of Verizon as well as the various companies that used to comprise New England Electric. Because of this, we have intimate knowledge of the various benefits plans and packages provided by these current and former employers.