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.



Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuities

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans


Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

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