Shawn O’Keefe acknowledges the dramatic delivery of the financial news sources but offers a calmer and more strategic approach.  In this podcast he addresses the market resiiency despite inflation and concerns of rate increases.  Shawn talks about the importance of implementing a layer of protection in your portfolio to withstand the bad scenarios.  If you have $1,000,000 or more of investable assets, or are looking for Tax reduction strategies, please schedule a complementary introduction meeting.

303-954-8141

Summit Wealth Strategies

 

Shawn O&rsquo;Keefe acknowledges the dramatic delivery of the financial news sources but offers a calmer and more strategic approach.&nbsp; In this podcast he addresses the market resiiency despite inflation and concerns of rate increases.&nbsp; Shawn talks about the importance of implementing a layer of protection in your portfolio to withstand the bad scenarios. &nbsp;If you have $1,000,000 or more of investable assets, or are looking for Tax reduction strategies, please schedule a complementary introduction meeting.
303-954-8141
<a href="https://https://gosummitwealth.com">Summit Wealth Strategies</a>
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You’ve worked your whole career to reach the top of the mountain, but now that you’re thinking about retirement, who will help guide you back down the trail? Every two weeks, Shawn O’Keefe of Summit Wealth Strategies™ in Denver, Colorado and Minnetonka, MN, discusses the different topics and challenges that retirees face in today’s world. Learn about different ways to help prepare for retirement with the team from Summit Wealth Strategies™.

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Investment advisory products and services made available through Summit Wealth Asset Management (SWAM), a Registered Investment Adviser doing business as Summit Wealth Strategies, LLC.