Welcome to O’Neil Wealth Services, LLC

We are a full-service company specializing in retirement planning, asset growth and capital preservation. As your personal financial professionals, we can:

Simplify investment planning
Clarify and define goals
Recommend investment solutions to fit your needs
Deliver timely information and service
Explain how changing financial conditions affect you
Monitor your financial progress

Feel free to browse our site. You will find a variety of articles, calculators, and research reports that we hope will answer your questions or stimulate your interest.

If you have any questions, please call us at 339-469-1808 or e-mail us. We look forward to talking with you.

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Keeping Your Assets Safe, Secure, Protected

We work with RBC Correspondent Services to process securities transactions and custody all client brokerage accounts. RBC is owned by Royal Bank of Canada and is one of the largest securities firms in the US. We couple our recommendations and advice with RBC's four layers of protection: Fiscal Stewardship, SEC Requirements, SIPC Insurance, and excess SIPC protection. We view the protection of your assets as the highest priority.

Newsletters

Be Storm Smart: How to Prepare for Extreme Weather

More than a quarter of U.S. homes are exposed to severe or extreme weather risk. While homeowners can't control the forecast, they can take proactive steps to prepare.

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Key Tax Law Changes to Higher Education Coming Soon

The One Big Beautiful Bill Act includes many provisions that affect higher education.

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Surprise! It’s Retirement Time

Considering some important issues now could provide more options in the event of early retirement.

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Media Trends: Where Have All the Readers Gone?

The majority of Americans read few books over the last year, while the number of weekly podcast listeners has been rising.

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More Newsletters

Calculators

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Estate Taxes

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

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

More Calculators