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Family Financial Planning

This content was written for Kevin O’Neil

El Paso financial advisor Kevin O’Neill of O’Neill Financial Planning is ready to help you achieve your dreams of financial freedom and financial security. He wants to make sure that he is able to sit down with you and take you through all of the intricacies and complexities of your personal financial plan. He meets with person after person on a daily basis who is just not set up to achieve financial success. He is extremely passionate about ensuring that as many people as possible in El Paso meet their path to prosperity. To schedule your first appointment with El Paso financial advisor Kevin O’Neill of O’Neill Financial Planning call 915-373-0989.

One of the types of planning that El Paso financial advisor Kevin O’Neill of O’Neill Financial Planning will do with you is family goal setting. He wants to ensure that he gets the entire family on the same page when it comes to the importance of your finances and financial future. If one of those goals is retirement which it is for most people then he will make sure that the entire family understands how much money is going to be needed to be put away for you to retire at the age that you want to retire at. This is extremely important that everybody in the family is on the same page when it comes to your financial future and your financial plan. Without a doubt if everybody in the family does not understand the sacrifices that are going to need to be made then the plan will not happen. Your retirement will not happen when you want it to happen.

Another important piece of the financial planning puzzle that El Paso financial advisor Kevin O’Neill of O’Neill Financial Planning will discuss with you in depth is insurance. He wants to make sure that you have the proper insurance policies in place so that if anything bad were to happen to you or anybody in your family the grieving can take place without having financial issues in the way. Too many families don’t set up proper insurance policies. Therefore, when somebody important passes away they are too busy dealing with the financial consequences of that passing instead of dealing with the grief and the loss.

When somebody important to you passes away you should deal with the grief and the loss not the economical fall out of it. The economics of it are important of course that is why it is so important to set up the proper insurance policies and have the proper financial plan in place before it actually happens. When Kevin O’Neill sits down with you and your entire family these tough questions will get asked. This way you are prepared to handle the tough situations when they happen.

To schedule your financial planning sessions with Kevin O’Neill of O’Neill Financial Planning give him a call at 915-373-0989. He will make sure that your financial plan is secure and that you feel good in making sure that it can happen. Furthermore he will actually hold you accountable to making sure that that plan is firmly implemented.

Life Insurance Policy Planning

This content was written for Kevin O’Neil

Are you looking for an El Paso financial advisor who is going to help ensure that your financial future is set up for success? If you are looking for an El Paso financial advisor who is going to have your best interests at heart and is a fee-based financial advisor, then you need to take a look at Kevin O’Neill of O’Neill Financial Planning. Kevin O’Neill of O’Neill Financial Planning is going to ensure that your financial plan is set up to ensure that you are on the path to prosperity. He wants to make sure that everything in your life when it comes to your finances is set up in an optimal way. To schedule your first consultation with Kevin O’Neill of O’Neill Financial Planning you can call 915-373-0989.

When Kevin O’Neill talks about proper personal financial planning, he is going to discuss with you the umbrella of finances. He believes that creating an umbrella of finances set you up for success and prevents you from any issues that may arise in the future. One of the first parts of the process is creating a financial safety net. This financial safety net ensures that you can continue on plan no matter what happens to you and your financial well-being. If you have an accident, say an illness or disease, or you have an unexpected child join the family you will be prepared because of your financial safety net being firmly in place. Kevin O’Neill is a staunch proponent of making sure that this financial safety net is in place before much else happens.

One of the other major areas that El Paso financial advisor Kevin O’Neill of O’Neill Financial Planning will make sure to cover with you is retirement planning. Retirement planning is after all why most people go to a financial advisor in the first place. They want to make sure that their financial future is safe and secure and that they can retire from their job when they’re ready to retire. Kevin O’Neill of O’Neill Financial Planning is an expert when it comes to making sure that the proper investment accounts are set up and are being funded for you to able to retire when are you are ready to retire.

The third major area that Kevin O’Neill will discuss with you and help you plan for is life insurance policies. Life insurance policies are an extremely important part of your financial puzzle. Most people do not like to talk about them, and that is the job of a great financial planner. They need to talk to you about things that are necessary but are not necessarily enjoyed to be talked about. Kevin O’Neill El Paso financial advisor will ensure that he has all the proper life insurance policies set up for you and your family’s financial success.

To schedule your first appointment with fee-based financial planner, Kevin O’Neill of O’Neill Financial Planning, give him a call at 915-373-0989. He will ensure that he sits down with you and makes you feel comfortable and safe in your financial planning future.