What kind of future do you want for you, your family, and your business?
KO Financial has a wealth of expertise in qualified retirement plans, employee benefit plans, personal retirement planning, and wealth management.
FREE CONSULTATION- Employee benefits
- Personal financial planning
- Managing investments
- Corporate retirement plans
KO Financial’s elite team of financial advisors brings a wealth of experience and smart thinking to bear for each of our clients, whether individuals or businesses. We help you address the personal financial planning and investment management challenges you face, while helping you secure your future. We help corporate clients increase the value of their business, by assuming certain fiduciary responsibilities, and by increasing the value and ROI of their employee benefit and qualified retirement plans. These plans may benefit all employees or a chosen individual or group. At the same time, we work with the employer, in helping certain senior employees develop and execute their personal retirement plans, thereby, reducing employer financial and legal liabilities, and securing the future for their most valued employees and their families. Our open architecture enables us to partner with outside affiliates not tied to one institution. And you’ll always receive a high degree of attention, personalization, access, and transparency.
Increase the value of your business by transferring certain fiduciary responsibilities, and by increasing the value and ROI of your employee benefit and qualified retirement plans.
Kevin O'Neil
Financial Advisor
Kevin O’Neil brings more than four decades of experience and a talented team of professionals with expertise in wide-ranging financial matters, including retirement planning, 401k plans, taxation, estate planning, investment management and employee benefits. He is a Chartered Financial Consultant certified by The American College of Financial Services, a graduate of Duquesne University, and married for four decades with three children and five grandchildren.
Working with Fidelity Investments® gives KO Financial access to a wide range of products and services that help us serve the needs of our clients.
We help you overcome these challenges:
PERSONAL
Financial planning, budgeting, emergency funds, Medicare, Social Security, caring for spouse, children, parents, illness, longevity, death, disablity, assisted living, housing, mortgage, debt, cash flow, running out of money, asset dedication, life milestones, inflation, saving, interest, investments, market crash, withdrawals, taxation, busniness sale, investment portfolio, data maintenance, early retiement, legal issues, medical directives, will, trusts, power of attorney, buy-sell agreement, bank accounts, legacy, identity theft protection.
BUSINESS
Increase the value of business, transfer certain fiduciary responsibilities, increase the value and ROI of employee benefit and qualified retirement plans, help certain senior employees develop and execute their personal retirement plans, manage risks, attract and retain high quality employees, preferred financial industry relationships, benefit administration, enrollment, communication technology, sophisticated analytics, cybersecurity, legal and compliance issues, HR consulting and outsourcing capabilities.
