Welcome to O’Neal, Broach & Still
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.
Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Investors who put off important investment decisions may face potential consequence to their future financial security.
This worksheet can help you estimate the costs of a four-year college program.
This calculator helps estimate your federal estate tax liability.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how much income may be needed at retirement to maintain your standard of living.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
There are a few things to consider when buying or leasing your next vehicle.
When do you need a will? The answer is easy: Right Now.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Here’s a crash course on saving for college.
That big list of dreams and goals isn't the only way to look at your bucket list.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.