20+ Years as an Independent Certified Financial Planner
* As of 15-Dec-2015, Subject to change at any time
Not everyone needs a financial plan. Why not set up a no-fee, no obligation conversation to find out if you need one or not?
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People I Like Helping
Retired & semi-retired peopleNeal helps people create reliable investment income they can count on. This way they can enjoy all they've worked so hard to achieve.
Divorced & WidowedPeople experiencing abrubt changes in their lives often find themselves in financial turmoil. Neal specializes in helping people in this situation put their finances on track so they can have the security and freedom they really want.
Business owners & highly paid employeesSelf-employed people and highly paid employees work with Neal to put a plan in place to make work optional down the line.
People planning their retirementIf you want assistance planing your future, look no further. Neal has been helping people do that more than 30 years. He often finds that slight shifts can make a huge difference for his clients.
Why Should You Trust Neal?I know what it's like to have financial trouble. Both my parents passed away while I was still in High School. I took a tiny insurance settlement to a financial advisor. Rather than help me grow it safely to help me get through college, he churned and burned the account. It was horrible. But this experience made a deep impact on me and helped me really understand what it's like to be in a tough situation with limited resources and almost no financial understanding. This motivated me to help others by developing a top-rate financial planning firm offering clients a comprehensive range of investment and financial planning services that are customized to clients' needs.
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