Building a future you’ll love starts with financial guidance you can have confidence in.
Are you an individual, couple or family within 10 years of retirement? Maybe a sales rep or executive looking for a tax-smart way to handle your stock options? Or perhaps a small business owner looking for financial guidance? Then you’ve come to the right place.
Building a future you’ll love starts with financial guidance you can have confidence in.
Are you an individual, couple or family within 10 years of retirement? Maybe a sales rep or executive looking for a tax-smart way to handle your stock options? Or perhaps a small business owner looking for financial guidance? Then you’ve come to the right place.
No matter the challenge, we can help you find strategy.
We work to identify the hurdles and craft unique strategy for:
✓ Individuals, couples and families
✓ Small business owners
✓ Executives and Sales Consultants
Why choose
O’Neil Wealth?
The five-point
crown process
While O’Neil Wealth offers a variety of individual services, holistic planning is at the center of what we do. We serve clients with our Five-Point Crown Process, a unique planning methodology designed to uncover needs and help to ensure all areas of a client’s financial life are supported. Here’s what our Five-Point Crown Process covers:
Investment Strategy
Grow, protect and preserve your assets according to your unique retirement vision.
Risk Management
Identify any gaps within your existing insurance policies to help plan for future health care assistance.
Browse our resource guides to expand your knowledge of investment, retirement and insurance strategies.
Learn more about finance, insurance and retirement.
5 Essential strategies to help ensure financial success in retirement
Discover five key strategies designed to help you plan effectively, manage risks, and secure your financial future in retirement.
Understand sequence of Returns risk to avoid common retirement pitfalls
Learn how to navigate sequence of returns risk to minimize its impact and avoid common financial pitfalls in retirement.
understanding rmd options: the key to more money, less stress in retirement
Explore your RMD options to maximize income and reduce financial stress during retirement.
Advisory services offered through Capital Asset Advisory Services, LLC. dba CG Advisory Services, a registered investment adviser with the U.S. Securities and Exchange Commission.
State License Number: 5354929
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.
By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and other services can meet your retirement needs.
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