Solving Your Financial Puzzle

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Our Advisory Team

Financial security takes planning. At Neil & Associates it is our advisor team'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! We also recognize that there are other moments in our lives that are more difficult to deal with…and we are there for you then too; loss of a loved one, unexpected health concerns and much more. Planning is about more than saving money for retirement – it’s about helping protect what means the most to you and helping you achieve your short- and long-term goals.

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