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
-
What Can You Learn from Your Tax Return?
Tax season may be over, but a completed tax return offers information that can help with financial strategy for the rest of the year.
-
HOT TOPIC: Pressure at the Pump: Will High Gas Prices Shake the U.S. Economy?
This article looks at why gas is so expensive, what it might take to stop the upward trend, and the potential effect of high gas prices on consumers and the broader economy.
-
HOT TOPIC: The Fed Lowers Rates in an Economic Balancing Act
This article looks at the Fed’s dilemma in setting monetary policy to address slowing employment with rising inflation, and the potential effects of lower rates on businesses and consumers.
-
Life Insurance Might Help During Turbulent Economic Times
During periods of economic uncertainty and stock market volatility, life insurance may be a useful tool to consider.
Calculators
-
Loan Payoff
How much will it cost to pay off a loan over its lifetime?
-
IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
-
Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
-
College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.