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.
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
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HOT TOPIC: What Does a Weaker U.S. Dollar Mean for Your Money?
Consumers and investors might want to consider how the depreciating dollar could impact the economy and their own finances.
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HOT TOPIC: What’s in the New Tax Legislation?
This article provides an overview of some key provisions in the new tax law, commonly called the One Big Beautiful Bill Act.
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HOT TOPIC: The Iran War, the Economy, and Your Portfolio
This article looks at the economic impact of the war with Iran, including rising oil and gas prices and the potential effects on inflation, investments, and the broader economy.
Calculators
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.