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WITH YOU EVERY STEP OF THE WAY

Financial Planning

Financial Planning

Whether you’re five years away from retirement or 20 years away from retirement,  with the help of Voya Financial's Advanced Planning Team, we’ll help guide you through the steps necessary to secure enough assets for your optimal retirement lifestyle. After evaluating your current financial situation, we’ll identify the income sources and opportunities that are most advantageous for you as you prepare for your life past employment.  


OUR RETIREMENT PLANNING SERVICES INVOLVE:


Reviewing
Your investment strategy and ensuring you’re investing your wealth in the stocks that best align with your objectives.

Optimizing
Your spending habits so you continuously make decisions that benefit your broader financial picture. 

Identifying
Potential income streams and ways you can continue to contribute to your nest egg while still securing the basic necessities.


HOW WE HELP:

  • Asset Allocation
  • Insurance Planning
  • Retirement Accumulation Planning
  • Retirement Income Planning
  • Education Planning
  • Estate Planning
  • Qualified Plan and IRA distribution analysis
  • Retirement Social Security benefit analysis


VOYA FINACIAL'S ADVANCED PLANNING TEAM*

Premier Retirement Plan Advisors utilizes Voya Financial's Advanced Planning Team to provide you with the most options possible through their experience and best-in-class financial planning software.

*Voya's Advanced Planning Team is not affiliated with Premier Retirement Plan Advisors.

Bill O'Neil, CFP®, CWS® Photo
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Bill O'Neil, CFP®, CWS®

Head of Financial Planning


Bill O'Neil, CFP®, CWS®


Bill O’Neil leads the advanced planning team that focuses on more complex financial planning cases, delivering practice management resources and shifting to advice-driven, holistic financial planning. This team can help design forward-thinking, customized, tax-efficient solutions that work to help meet clients’ retirement and wealth-distribution objective.

Bill partners with advisors and sales managers to provide coaching and accountability on financial planning services and sales strategies. In addition, he promotes the retirement readiness strategy across the Voya enterprise. Bill has extensive industry knowledge and more than 20 years of experience with specialties in financial planning and sales leadership, as well as advisor development and effectiveness.

Bill’s professional designations include Certified Financial Planner® and Certified Wealth Strategist®. Bill holds Series 7, 8, 63 and 66 registrations and a Massachusetts Life and Health Insurance license.

Scott Bakley, CFP® Photo
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Scott Bakley, CFP®

Advance Planning Consultant


Scott Bakley, CFP®

Scott brings 20 years of experience in retirement income planning to the team. Scott is responsible for completing and delivering financial plans on behalf of advisors. Additionally, he works with advisors and their clients to provide financial planning education and strategic direction for support in retirement services and planning.

Scott holds Series 7, 24 and 63 registrations, as well as a Certified Financial Planner® designation