Market Alert: Recent commodity volatility highlights the importance of stable wealth strategies
Build Wealth Without Market Volatility
Achieve financial freedom through proven strategies that eliminate debt, reduce taxes, and create stable wealth accumulation—without the stomach-churning uncertainty of commodity markets.
Comprehensive Financial Services
Our proven strategies help you take control of every aspect of your financial life, from debt elimination to wealth accumulation.
Eliminate Debt
Develop customized strategies to completely eliminate your debt and achieve lasting financial freedom.
Wealth Protection
Build tax-advantaged accounts with market-linked growth and downside protection for stable wealth accumulation.
Lifetime Income
Structure income you cannot outlive for peace of mind during retirement.
Be Your Own Bank
Learn to leverage your assets to function as your own bank, enhancing financial independence and growth.
Jon D. O'Neil, Founder
I specialize in helping individuals achieve financial wellness through three core strategies: eliminating debt quickly without sacrificing lifestyle, building tax-advantaged accounts with downside protection, and creating lifetime income streams.
My approach focuses on stability and predictability rather than chasing volatile market trends. Whether you're concerned about market volatility or looking for a more secure path to retirement, I'll help you build a financial strategy tailored to your unique goals.
How to Get Started
It's as easy as A, B, C
Schedule
Schedule a free consultation that would either be in person or virtual.
Plan
Your personal consultant will design your own customized roadmap based on your debt, growth or income goals.
Execute
Your consultant will work with you to launch your personalized solutions and create follow-up touchpoints to encourage progress.
Ready to Get Started?
Schedule your free consultation now—choose a time that works best for you.
Key Advantages of Our Approach
Downside Protection
0% floor means your principal will not receive a negative interest rate credit. Participate in gains without the fear of devastating losses.
Tax-Free Access
Access your funds completely tax-free through policy loans. No capital gains tax, no income tax on withdrawals.
Market-Linked Growth
Cash value grows based on stock market index performance, giving you upside potential with built-in protection.
No Early Penalties
Access your funds before age 59½ without the 10% early withdrawal penalty that applies to traditional retirement accounts.
Client Testimonials
Hear from some of those who have worked and collaborated with Jon
"Jon is a respectable businessman and outstanding human being. I served with him for a period of three years as an officer in the United States Air Force. His integrity is top-notch."
"Jon is a trusted advisor who maintains a deeply rooted passion for providing quality financial services to his clients. He is thoughtful, creative, principled and genuinely cares for his clients."
"I have known Jon for over 15 years and he is a person of high integrity and truly cares about others."
"Jon is a superb individual, who will work on your behalf."
Ready to Build Stable Wealth?
Step off the market rollercoaster and onto a more predictable path to financial wellness. Contact a wealth partner today to explore strategies tailored to your goals.
5 Steps to Financial Freedom
Download our comprehensive guide to building stable wealth and achieving financial independence. Learn proven strategies for debt elimination, tax reduction, and wealth protection.
- Eliminate high-interest debt faster
- Build tax-advantaged wealth
- Protect your financial future
Common Questions
Frequently Asked Questions
Get answers to the most common questions about debt elimination, protected wealth growth, and lifetime income strategies.
Still have questions? We're here to help.
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