Plan for a Strong Financial Future
This content was written for Kevin O’Neil
If you are in need of somebody in El Paso to help you with your personal financial planning, then there is no other person that you want to go to than the expert Kevin O’Neill at O’Neill Financial Planning. Kevin O’Neill is a consummate professional when it comes to financial planning. He is one of the few fee-based financial planning representatives in El Paso. This means that he is going to act as a fiduciary and always have your best interests at heart. When you go with a fee-based financial planner versus a commission-based financial planner you are dealing with somebody who is not getting paid on the amount of services that they sell you. Instead, they’re getting paid for the advice and the time that they spend with you. This causes them to make different recommendations whether they like it or not. To contact Kevin O’Neill for your initial consultation call 915-373-0989.
It is important that you cover all of the major aspects of your financial plan when you work with somebody for your personal financial planning. When you talk to Kevin O’Neill, he will discuss financial planning as being an umbrella to your finances. There are six different things they go under this umbrella for your finances. The six things that Kevin O’Neill will go to work with you on during your personal financial planning sessions are tax, estate, education, retirement, investments, and insurance. When Kevin first sits down with most of his clients, they only have one or two of these properly planned for and are funding. Kevin O’Neil wants to make sure that you are properly planning for and funding all six of these key financial components.
What happens with many people as they either don’t know about things or they let things slip through the cracks. That is why you want to hire an expert financial planner like Kevin O’Neill to make sure that he hold you accountable to the plan and points out anything that you may be missing. It is important to have a solid well-balanced foundation for your financial future. Without it one major accident or minor accident for that manner can throw you off pace and completely demolish your financial security. Kevin O’Neil wants to make sure that this never happens to you.
That is why he is such a staunch proponent of setting up a financial safety net before you start anything else. The financial safety net is going to account for any accidents or unforeseen expenses that get thrown your way. These are things like injury or illness or unforeseen babies or accidents. These are important financial burdens that need to be planned for.
To schedule your first appointment with Kevin O’Neill of O’Neill Financial Planning call 915-373-0989. Make an appointment that your whole family can be at so that they understand the financial plan just as well as you do. It is also a great learning experience for any children that you may have. It helps to get them interested in planning for their financial future much younger than you did.
Navigating Retirement Planning
This content was written for Kevin O’Neil
Personal financial planning is something that they should teach in grade school. Unfortunately, it isn’t even taught in college unless you take a degree in personal finance. This is an unfortunate circumstance that we have to deal with. However, that is why it is so important to hire a fee-based El Paso financial planner like Kevin O’Neill at O’Neill Financial Planning. Kevin O’Neill is sure that he explains to you all of the intricacies of personal financial planning and make sure that you get set up on a proper and secure financial plan. To schedule your first appointment with Kevin O’Neill at O’Neill Financial Planning you can call 915-373-0989.
When Kevin O’Neill of O’Neill Financial Planning sits down with you for your personal financial planning sessions, he will want to make sure that your entire family is present. At a minimum, he wants to make sure that anybody who is going to be spending money, making money, or making decisions about your finances is present. He knows that you need to have everybody in your family who is going to have influence on this financial plan present at these meetings. Without buy-in and without somebody understanding the entire scope and role of this financial plan it is very likely not going to get implemented properly.
When you’re dealing with family and money things can get a little bit tricky. That is why it is good to have a mediator such as Kevin O’Neill of O’Neill Financial Planning to help to mitigate any arguments or frustrations that come along with your personal financial planning. He will ensure that he answers all questions and make sure that the correct information is being shared. He wants to get you set up for your path to prosperity and ensure that you can retire when you are ready to retire.
Retirement for most people is something that is so far out that they forget to think about it until it is too late. The sooner you can start planning for and putting money away for your retirement the better off you going to be. Don’t be like most people and put off retirement until you actually want to retire. Start putting retirement in the forefront and start paying attention to how much money you need be putting away on a monthly and yearly basis to be able to retire at the age that you want to retire. This is what putting a solid financial plan together with Kevin O’Neill of O’Neill Financial Planning is all about. Being able to do the things that you want to do when you want to do them.
To schedule your first financial planning session with Kevin O’Neill of O’Neill Financial Planning call 915 re-730989 today. The older you get, the less likely you are to be able to retire at the age that you want to retire if you have not been putting money away for your retirement. There are numerous and an overwhelming number of retirement vehicles that you can utilize. That is why you want to hire somebody like Kevin O’Neill to help you navigate the tricky and complex road of retirement planning and investment accounts.