Ed's Articles

November, 2019

It is the month of the year to be thankful. Eon Wealth Management is thankful that most of my clients are having a Happy and Healthy 2019! We care about you, your friends and family, and always look forward to you sharing your wonderful life experiences when we meet.
As the US stock markets are reaching all-time highs, we should be thankful for the economic success of our clients. We are more thankful at the financial plans and guidance that we were able to put in place for our clients because that is where we can measure well thought out economic success that they have achieved.
We were able to develop protection plans, budgeting plans, growth plans, college plans, retirement plans and estate plans for many of our clients this year. Each one was individualized for a specific client, and only after a series of fact finding meetings and discussion could that plan be implemented. We have monitored each plan, and when specific goals are reached, I can celebrate our achievements. As volatility increases, and the financial markets swing up and down, having a plan in place allows our clients to be disciplined investors which gives them the best chance to achieve their goals.
For our clients that only use us for tax planning, we are thankful for you as well. It is the backbone that created Eon Wealth management, and we will always be there to support you when asked. If you decide to explore how we can guide you in the other financial areas of your life, please set up an appointment and let’s discuss what we can do for you.
Finally, we are thankful for the ability to do good for our clients. We can help you make decisions when times are confusing, we can be there to comfort when you are distressed, we can develop solutions when life hands you challenges, and we can be your support when there is weakness, WE THANK YOU FOR THAT!
Sincerely,
Ed O’Neill

*Securities offered through Cetera Financial Specialists LLC (doing business in CA as CFGFS Insurance Agency),

member FINRA/SIPC Advisory services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity.