• More room to increase their withdrawals, and
  • Built wealth they can leave to the people they love.
  • Build you a date-specific/dollar-specific plan to meet your financial goals,
  • Fund the plan with investments that provide the highest probability outcome for success in outpacing inflation:
    • Keeping enough cash to cover near-term spending needs, and
    • Allowing the rest to stay invested without unnecessary interruption.
  • Provide behavioral guidance to stay the course and only change the plan when your goals change.

Disclaimer: Although we obtain information contained in our newsletter from sources we believe to be reliable, we cannot guarantee its accuracy. The opinions expressed in the newsletter are those of O’Keefe Stevens Advisory and may change without notice. The information in our newsletter may become outdated and we have no obligation to update it. The information in our newsletter is not intended to constitute individual investment advice and is not designed to meet your personal financial situation. It is provided for information purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security.

Investment advisory services are offered through O’Keefe Stevens Advisory, Inc., an SEC Registered Investment Advisor.

© 2024 O’Keefe Stevens Advisory, Inc. All rights reserved. This content cannot be copied without the express written consent of O’Keefe Stevens Advisory, Inc.


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