FREE Download…The Successful Retirement Self-Defense Guide (2024)
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OUR GOAL

Protect & Prosper

Your secure path to wealth and abundance

Over 65 Years of Combined Retirement Planning and Asset Preservation Experience

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Unlock the Secrets to Thriving in Stormy Markets - Retire with Confidence

A stormy market shouldn’t dampen your retirement dreams.

“The Successful Retirement Self Defense Guide” is your unflappable umbrella, shielding you from financial downpours while allowing rays of growth.

Designed meticulously for those in the retirement red zone, this guide is your playbook for prosperity, come rain or shine.

Ready to weather any financial storm? Click the button below…

DOWNLOAD

YOUR GOALS

Achieving your financial goals has its challenges. We can help.

What are your goals?

Accumulation

Your money working for you.

Income

Create a steady, passive income.

Asset Protection

Keep what you earned.

Legacy

Enough to help others too.

WHAT'S YOUR TOLERANCE FOR RISK?

Analyze your risk

If you’re assuming more risk than your comfortable with, you could be on a crash course with your investments.

But how do you know?

Knowing your risk score can help you make appropriate investment choices that match your risk tolerance.

Riskalyze, a tool utilizing a scientific framework that won the Nobel Prize for Economics, will calculate your risk score.  Just a 5-minute quiz can reveal how much risk you’re willing to take with your investments, and help you align your current portfolio with your true investment goals and expectations.

Find out your risk score today…in just five minutes!

  • 1. Click Below to Complete the Short Questionaire
  • 2. Receive Your Risk Score
  • 3. Schedule Your Complimentary Meeting with
get your Risk Score

“Bill O'Neil has been our financial advisor for many years. Bill is...

Matt and Jan Ferrante

*"Two things are infinite the universe and stupidity, and I'm not sure about the universe."

Steve and Barb (Sabo)

*"Two things are infinite the universe and stupidity, and I'm not sure about the universe."

Mrs. W., Mark's preschool teacher

*"Peggy and I both decided to retire early for various reasons...

Mark and Peggy Durocher

*This statement may not be representative of the experience of other clients, and is no guarantee of future success. The client was not paid in any form for this statement.

TESTIMONIAL

As a family business, we truly value each of our clients as part of our extended family. Therefore, here you’ll find honest feedback that reflects the trust, reliability, and solid results we deliver.

See for yourself how our down-to-earth, practical approach to financial advising has helped others just like you.

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O’Neil Financial specializes in asset protection, financial planning, and retirement planning services. We have been serving hundreds of clients throughout the Metro Detroit area and throughout the United States for over 65 years combined.

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O'Neil Financial is a financial services company that specializes in asset protection and retirement income products and services. Mark O'Neil is the principal owner of O'Neil Insurance Agency, LLC d/b/a O'Neil Financial. O’Neil Financial only offers insurance products and services in states where licensed to do so. Annuities contain features, exclusions, limitations and availability that may vary by state and/or insurance provider. For a full explanation of an annuity, please contact your financial professional or the insurance company for all costs and complete details, as well as a brochure or prospectus (where applicable). This material is a general description intended for general public use. Any guarantees mentioned are backed by the financial strength and claims-paying ability of the issuing insurance company and may be subject to restrictions, limitations, or early withdrawal fees, which vary by state and the issuer.

Investment advisory services are offered through First Advisors National, LLC (“FAN Advisors”). FAN Advisors is an investment advisor firm registered pursuant to the regulations of the U.S. Securities and Exchange Commission (SEC). Mark O’Neil, William J. O’Neil, of FAN Advisors and are registered to only offer specific advisory services through FAN Advisors. FAN Advisors does not offer insurance services. The FAN Advisors written disclosure document is available upon request; please review it for details regarding advisory services. FAN Advisors and O’Neil Insurance Agency d/b/a O’Neil Financial are independently owned and operated.

©2001-2024 All rights reserved. O'Neil Financial
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PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

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PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

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PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

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PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

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