Multifaceted Financial Planner
This content was written for O’Neill Financial Planning
If you are looking a superior company in El Paso TX fee based planning, you have met your match with Kevin O’Neill. Kevin is well rounded in his planning knowledge, a vital component a board member in his growing community of El Paso, and is also licensed to do business in the following 11 states : Arizona, Arkansas, California, Indiana, New Mexico, Texas, Connecticut, Florida, Kansas, and Georgia. They provide excellent customer service, and is extremely passionate about providing you with extraordinary customer service. He can be reached directly at 915-373-0989.
Kevin graduated from Texas Tech University in 1995, and he started his investment advisor career shortly after. In 1996, he moved to New York City shortly after graduating college in Texas where he worked as a stockbroker for Millennium Securities. He returned home to El Paso in 1999 to be closer to friends and family and a slower pace of life.
Today, Kevin’s El Paso TX fee based planning is multifaceted in so many different avenues. Whether you are looking for estate planning, college planning, retirement planning, profit sharing, or denied benefits Kevin is there to help you successfully reach you and your families financial planning needs and goals.
If you seeking to create a financial safety net, and you frequently ask yourself how you can prepare for unexpected financial burdens and hardships, Kevin can help you get ahead of the game. With several options to choose from the help you reach your goals, this could help you to avoid devastating financial circumstances. Retirement planning isn’t something we usually think about until it sneaks up on us. And then what? Kevin’s amazing saving knowledge can help you to minimize those worries and plan out for the future financial safety net. His many years of insurance experience, have led him to build a great foundation based on health, life, disability and long-term care policies. Furthermore, the retirement specialist he offers traditional IRAs, Roth IRAs, SEP IRA’s, and 401 K’s. These core, unavoidable life necessities are so crucial to entrust in the hands of knowledgeable, caring, educated planning.
The core of Kevin’s El Paso TX fee based planning is the heart of his clients. Kevin’s family and clients are priority in his life.It is his goal to help them achieve financially what is best for their life to help them get ahead. His greatest passion is “helping the people he needs to plan for their future and to be prepared for whatever it brings.” Creating a path to prosperity is always his goal, and he welcomes the opportunity to help achieve that goal for all of his clients. Whether you’re looking for health insurance, life insurance, disability, long-term care, annuity products, you’re seeking out a retirement specialist, or have college planning in the near future, O’Neill financial planning is exactly the answer to meet your financial planning needs. If you would like to book a consultation or appointment with this exceptional financial business planning company in El Paso Texas, they can be reached directly at 915-373-0989. They look forward to hearing from you!
Superior Fee Based Planning
This content was written for O’Neill Financial Planning
Are you someone who constantly stresses finaces? El Paso TX fee based planning is exactly what you are looking for! If you are a planner, resourcer, but need finacial advice and direction, O’Neill Financial Planning is absolutely the path you want to take. I’d like to help show you the way. With Kevin O’Neill’s exceptional and flat out amazing customer service ethics, well rounded education, and experience, he can absolutely get you on and conquer the path of financial guidance and peace in your life. Located in the heart of El Paso, TX they can be reached at 915-373- 0989.
Kevin O’Neill, founder and operator of O’Neill financial services, comes with an educated and experienced background. He was born and raised in El Paso, Tx, where the company is located today. After high school, Kevin attended Texas Tech University, where he graduated in 1995. After graduation, he moved to the big heart of New York City, where he launced his investment advisory career in 1996 as a stockbroker for Millennium Securities. He had a booming, successful 3 years with Millennum, but soon decided he was ready to move back home to his hometown of El Paso to create his own El Paso TX fee based planning company.
If you are looking to build a financial safety net and are looking to understand how exactly that works, Kevin can mentor and lead you to understanding beyond belief. He can help to open those amazing doors or financial knowledge that you may have never known or understood. With that, those financial fears can soon fade away. What an amazing relief! If you have a new element in your life such as a baby, a new job, or you’re looking to make a huge purchase such as a home or a car, or on the contrary, if your life is hit with devastating circumstances, your financial health and security is incredibly safe in the hands of Kevin O’Neill El Paso TX fee based planning.
If you are looking to start a small business, Kevin can help you create and implement a business plan. As a small business owner, you may be wondering if you can afford to offer benefits to your employees. Since small businesses have requirements through state law to provide, he can absolutely build and develop that plan and answer any and all questions you may have. Consulting with a professional specialist is the ideal method to finding the best alternative for your company and its staff.
If you happen to be looking for retirement planning, college planning, health insurance, life insurance, disability, long term care policies, Kevin O’Neill El Paso TX fee based planning is the exceptional service you are looking for. And that’s not all Kevin brings to the table. His broad range of experience can help you with traditional IRA’s, ROTH IRA’s, 401 K’s, profit sharing, denied benefits, estate planning can help you to acheive any financial crunch or questions you may have. From there, Kevin will build the financial plan to get you ahead beyond your imagination. If you are looking for exceptional financial service, Kevin O’Neill Financial is exactly what you’re looking for!