FREE Download…The Successful Retirement Self-Defense Guide (2025)
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The Successful Retirement Self-Defense Guide 2025

Are you looking for a sound, bullet-proof strategy for your retirement?

One that will provide protection for all your hard-earned money and at the same time allow for significant growth?

Would you like a strategy to sleep peacefully, knowing your money is in a safe place, regardless of the ups and downs of the market?

Then look no further than The Successful Retirement Self-Defense Guide 2024. It takes maximum advantage of all the latest investment tools available for you and therefore is a MUST READ!

Be the first to receive a copy of our 2025 retirement self-defense guide, pre-order now…

What's Inside

  • This isn’t your father’s stock market
  • How to navigate the high interest rate environment
  • How to safely reduce your risk while maintaining plenty of upside potential
  • Where pre-retirees and newly retired investors fail in their planning
  • The little-known problem of using target funds in your 401k as auto-pilot
  • Why the 4% distribution rule doesn’t work
  • The sequence of returns… understanding the effects of negative market performance
  • The art of collecting Social Security for maximum benefit
  • How to defend yourself from inflation risk in retirement
  • How to control your risk profile while keeping yourself diversified
  • Understanding fees in your portfolio and what you can do to lower them
  • How to prevent yourself from running out of money in retirement
  • and so much more...
  • *There is no obligation and your information, including your email address will not be shared

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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.

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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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