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Welcome, I'm Tim O'Connor, an LPL Financial Advisor in Quincy, IL . My entire team here at O'Connor Wealth Management realizes there are many other financial advisors you could work with, but I strongly believe that what we're doing here and what we stand for is unique. If you are looking for financial advice when planning for your retirement, saving for your children's college education, or just gaining more confidence in your financial situation, it is vital to receive professional financial advice and service.
The vision of this business is to employ thoughtful, value-based financial planning and investment advice to help people protect what they already have, multiply their investments, pass some to the next generation, and hopefully plan for giving a portion to charity. My passion for this business, born from my personal experience, is what makes my firm unique. On behalf of our whole team here O'Connor Wealth Management, I appreciate the opportunity to serve you.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Thinking of Retiring Abroad?
However exciting retiring abroad may sound, it deserves considerable planning.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Would it surprise you to hear that China owns just 8% of the total outstanding debt of the U.S. Government?
Simple steps may help you foil hackers and protect your privacy.
Here are some simple and inexpensive energy-saving tips that may help you save money.
For many, retirement includes contributing their time and talents to an organization in need.
When considering life insurance, it's important to understand your options.
This calculator can help you estimate how much you may need to save for retirement.
This calculator demonstrates the power of compound interest.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how much you have the potential to earn during your working years.
This calculator shows how inflation over the years has impacted purchasing power.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
What are your options for investing in emerging markets?
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
Investors seeking world investments can choose between global and international funds. What's the difference?
When do you need a will? The answer is easy: right now.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.