O'Neill Asset Management

We take pride in our tailored approach to financial planning, by helping to ensure you're on the right path. For a personalized strategy, get in touch with us! Visit our website at https://oneillassetmanagement.com/.

You might live three decades in retirement. Are you prepared?

We’re Living Longer. We Need More Than Just Money to Retire You might live three decades in retirement. Are you prepared?

Use these methods to help create and follow a retirement savings plan.

Great Retirement Planning Tools and Software for 2026 Use these top-rated methods to create and follow a retirement savings plan.

The “One Big Beautiful Bill Act” is packed with updates that could directly impact your financial strategy, including:
-Bigger standard deductions
-Lower tax rates
-A brand-new deduction for some people age 65+
-Increased Child Tax Credit
-NEW Child Savings Accounts
Let’s sit down and see what may apply to you. Now is the time to review your strategy and make the most of these new benefits.
-Contact me today to get started! Find a more detailed view of the new law here: https://obbba.oneillassetmanagement.com/.

On this Memorial Day, we pause to honor and remember those who gave their lives for our freedom. We are grateful for their sacrifice.

We will be closed for Memorial Day, please send an email or leave us a voicemail and we'll get back to you tomorrow, Tuesday 5/26/26.

We wish everyone a wonderful Memorial day!

Spousal Social Security benefits can be complex, but understanding them can help maximize your retirement income.

2026 Guide: How to Maximize Social Security With Spousal Benefits Spousal Social Security benefits can be complex, but understanding them can help maximize your retirement income.

We are in process of updating our website and our Broker/Dealer Gradient Financial Group LLC was nice enough to send out one of their videographers from their Minneapolis office to our offices in South Bend IN and our main offices here in Grand Rapids, MI.

A big thanks to Noble from Gradient Securities, LLC for helping us get some beautiful videos for our website.

Give a shout out to our new Advisor Assistant Renae, during filming yesterday at our Wealthy St Office, looking forward to the new video we will have!

O'Neill Asset Management would like to Honor the Fallen; we are Grateful for their Service. Because of those brave men and women, we live free.