Products & Services

O'Neil Financial is a full service, independent financial planning firm. We offer an extremely diverse range of financial products and services. In fact, that is one of the major reasons why our clients have decided to work with us. By being an independent financial planning firm, we are not obliged to sell or recommend any specific company's investment for our clearing broker/dealer.

Here are some of the areas that we provide assistance:

Investments

  • Bonds*
  • Stocks*
  • Mutual Funds*
  • Fixed Annuities
  • Equity Index Annuities*
  • Variable Annuities*
  • Municipal Bond Funds
  • Exchange Traded Funds (ETFs)
  • Brokerage Accounts*
  • Government Securities*
  • 529 College Plans & Coverdell Plans

Tax Privileged Accounts

  • Roth IRA
  • Traditional IRA
  • SEP IRA
  • Simple IRA
  • Individual 401k (for entrepreneurs)
  • Money Purchase Plans
  • Profit Sharing Plans

Financial Planning

  • Retirement Planning
  • Estate Planning
  • Insurance Planning
  • Education Planning
  • 401(k) Option Selection Help
  • 403(b) Option Selection Help
  • 401(k) Rollovers
  • IRA Rollovers
  • IRA to Roth IRA Conversion Help

Insurance

  • Disability Income
  • Life Insurance
  • Long Term Care

Small Business Planning

  • Employee Benefits
  • 401k Plans
  • 403b Plans