O'Neil Financial was founded with the goal of providing
sound financial and integrity based financial
solutions to our clients. In a world where customer
service and a personal touch seem to be a thing of the
past, you can rest assured that at O'Neil Financial, we
still believe that good old customer service and strong
relationship building is key to continuing a successful
business.
Our
office is known for it's "open door policy." Much of
the
time, our clients just pop in on their way home from work.
Sometimes they have a question regarding their investments,
or need to drop off paperwork, or just ask a question about
a recent quarterly statement they received. Whatever
the issue may be at the time, we are always around to help
you.
Once
you are a member of our private client group, we will do
everything in our power to keep you a happy client. We
will help you stay focused on your goals, assist you
on how to get there, and continuously meet with you to keep
the plan going with its original intent in mind.
It is
our priority to continue our education in financial
services, so that our clients can feel comfortable dealing
with a financial planning team that is competent, and can
assist them in the various aspects of their financial well
being.
Trust Your Advisor... Then
the
Investment!
The most important issue that we try to stress to people is
that the "trust" in any financial planning relationship
starts with you and your financial planner first. The
recommended investments should come second to an already
solid and positive client-planner relationship. If no trust is
established, then there will be minimal trust in the
investment as well, and then the whole financial planning
relationship, as a whole, will have no worth.
There is
nothing wrong with enjoying the relationship you have with
your financial planner, and viewing that person as someone
who is looking out for your best interests. The main
reason why an investor would tend to back away from the
client-planner relationship is when they feel that the
material facts and disclosures have not been properly and
ethically laid out for them to make an informed decision on
the direction they would like to go.
Our job is to educate you, inform you of all material facts,
and disclose the most important factors that would hinder
your decision on a certain investment. Once all
material facts have been laid on the table, such as fees and
expenses, and you have a good understanding of what you can
expect from the investment and the financial planner... then
the relationship is destined for nothing but success!
