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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Where Will You Live as You Grow Older?
Many people would rather not think about the consequences of aging in general, much less that they might eventually need to rethink their living situation.
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Financial Safety Nets: Exploring Available Sources of Emergency Funds
Nearly 60% of U.S. adults are uncomfortable with their level of emergency savings. Here are some potential ways to access funds.
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Saving for College: 529 Plan vs. Roth IRA
529 plans and Roth IRAs can both be used to save for college. This article compares the features of these two saving options.
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Beware of These Life Insurance Beneficiary Mistakes
Naming a life insurance policy’s beneficiaries should be a relatively simple task, but there are some situations that can lead to unintended and adverse consequences.
Calculators
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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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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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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.