Our Services
How We Work
- Financial Planning for you and your family - assessing your current situation so you can pursue a life of fulfillment.
- Retirement planning- to design an investment strategy to help you to scale back, take time off, and do the things you always wanted to do.
- Cash management programs for small business
- Corporate 401(k), Retirement Plan & Investment Services - which plans work best for you, your family, and your employees.
- Estate planning- for preservation of wealth from generation to generation.
- College Planning - to give your kids a great head start
- Strategic Asset Management (SAM) - providing you with fee-based asset management through LPL Financial, a Registered Investment Advisor. Access to mutual funds, individual stocks, and bonds.
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
Mail@NealFinancial.com | 866-880-5337