O'Neill Asset Management

We are happy to announce our winner for the September Facebook drawing we had last week Friday!!!

Broderick Gin

We look forward to seeing you, to pick up your Amazon gift card!

With nearly two decades of experience in financial advising, Andrew is passionate about helping clients achieve their financial goals and transform their relationship with money. He specializes in cutting through the financial noise, guiding families to build airtight retirement income plans that provide peace of mind for the future. By focusing on clarity and strategic planning, Andrew empowers his clients to stress less about finances and focus more on living their best lives. Outside of work, he enjoys spending time with his family, staying active, and volunteering in his community.

Here’s to the people who show up, work hard, and make a difference every day. Wishing you a relaxing and memorable Labor Day!

Learn how a mega backdoor Roth works and whether it fits with your retirement goals.

What Is a Mega Backdoor Roth? Learn how a mega backdoor Roth works and whether it fits with your retirement goals.

When you look at your retirement strategy, does it take your feelings toward risk into consideration? Take our Color of Money Risk Analysis to get your risk score here: https://thefinancialhq.com/oneillassetmanagement.

Here are some strategies to consider for how to withdraw retirement savings and reduce taxes and penalties.

The Best Retirement Account Withdrawal Strategies Here's how to withdraw retirement savings and reduce taxes and penalties.

August is National Golf Month, and retirement planning has more in common with your short game than you might think.
Both require patience, a steady strategy, and the ability to adjust when the wind picks up.
Market shifts, tax changes, inflation, and life events can all throw off your line, so it helps to have a plan that keeps you on course.
Let's review your financial plan and get you ready for the next round.

Roth IRA benefits include tax-free retirement income and other valuable tax advantages.

10 Reasons to Save for Retirement in a Roth IRA Roth IRA benefits include tax-free retirement income and other valuable tax advantages.