Financial planning does not have to be a puzzle.
Our Team is here to help.
In a person's lifetime there may be a half a dozen
occasions that string together our life’s story.
Those are the moments…the “pieces to your
financial puzzle” that we want to help you prepare for!
Financial security takes planning. At Neil & Associates it is our life’s mission to help you prepare for the moments in your life that have a big impact, career changes, buying or selling a business, marriage, having our children, sending them off to college, seeing them get married, and becoming grandparents…then there comes a time when we can retire!