Dear Friends,
Happy New Year! I’m writing to announce that today I’m officially launching my Financial Planning firm, Winged Wealth Management and Financial Planning LLC. I want to thank everyone, especially my family, for helping me get to this day.
As a Certified Financial Planner®, I believe in delivering comprehensive and holistic, commission-free advice and investment management, not product sales. I will be serving the military and veteran communities nationwide to help families gain and maintain confident control of their financial lives while securing their future through sound financial planning and investment advice.
If you have a minute, please check out my website, www.wingedwealth.com. If you’re interested, please consider opting-into my newsletter where I will be sharing insights into wealth-building and personal finance with a focus on the military flying community and their families.
If you’d like to know a bit more about what I’m doing, please read on…
I believe that military members, veterans and their families can and should build wealth in order to achieve their goals and leave a legacy that reflects how they lived their life. To get there, we should become expert at max-performing our money as it flows through our lives. We should feel confident that we’re insuring against the worst risks in life. We should proactively plan and manage our taxes in order to pay what we owe, but not leave the IRS a tip! We should understand how investing for our goals is best achieved through a balance of risk, return, costs and taxes. We should iterate our vision of life as we achieve financial independence in order to any eliminate concern of out-living our money. We should confidently understand and plan for our children’s education in order to help them achieve their potential.
I am launching Winged Wealth because I believe that:
- Financial Planning delivers Organization, Accountability, Proactivity, Education, Partnership, and Objectivity to give you peace of mind.
- Many of us want to stay in daily control of our investments. Do-it-yourself investors still deserve personalized access to professional advice without asset minimums or custody requirements.
- Financial Planning is separate from investment management. Too many of us over-pay for investment management when what we need is comprehensive financial planning.
- Financial planning helps us manage the anxiety and sense of overload we feel when we try to manage the complexity of our financial lives.
If you’d like to know more, please don’t hesitate to reach out or schedule a time to chat.
Thank you and I hope you and yours have a blessed 2021.
Brian P. O’Neill, CFP®
Winged Wealth Management and Financial Planning LLC
www.wingedwealth.com
[email protected]
Winged Wealth Management and Financial Planning LLC (WWMFP) is a registered investment advisor offering advisory services in the State of Florida and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training.
This communication is for informational purposes only and is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This communication should not be relied upon as the sole factor in an investment making decision.
Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal the performance noted in this publication.
The information herein is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Winged Wealth Management and Financial Planning (referred to as “WWMFP”) disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose.
All opinions and estimates constitute WWMFP’s judgement as of the date of this communication and are subject to change without notice. WWMFP does not warrant that the information will be free from error. The information should not be relied upon for purposes of transacting securities or other investments. Your use of the information is at your sole risk. Under no circumstances shall WWMFP be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the information provided herein, even if WWMFP or a WWMFP authorized representative has been advised of the possibility of such damages. Information contained herein should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.
