Our services
Build a clear path toward your financial goals with personalized planning and expert guidance. From retirement planning to long-term security, explore the services below to learn more.
We believe life is about more than a paycheck, and our goal is to help you develop a financial strategy for retirement. We create retirement income plans that consider living expenses, Social Security, pensions, healthcare costs, and unexpected expenses. Our goal is to provide a clear roadmap to help you make informed decisions and stay aligned with your retirement goals as your circumstances evolve.
Social Security Maximization
One of the important decisions you may face in retirement is when to begin receiving Social Security benefits. There are potential advantages and trade-offs to claiming benefits early or delaying them, depending on your circumstances and retirement objectives. We can help you evaluate your options, understand the potential impact of different claiming strategies, and incorporate Social Security benefits into your broader retirement income plan.
Looking for retirement income or exploring tax-deferred options for your financial strategy? We offer access to a range of annuity products that may be appropriate for different retirement planning objectives. Our professionals can review your existing annuity, evaluate available options based on your circumstances and goals, and help you understand the potential benefits, costs, risks, and features of different annuity strategies.
At Neal Advisory Group, we help you coordinate your estate and legacy planning around your goals, family circumstances, and financial priorities. We can help review beneficiary designations, insurance policies, and the ownership and transfer of assets, and coordinate with your estate planning and tax professionals as appropriate. Our goal is to help you develop a thoughtful plan that reflects your wishes and considers potential tax and financial implications for you and your beneficiaries.
We help clients develop investment strategies designed to reflect their goals, financial circumstances, time horizons, and risk considerations. Our approach considers opportunities for tax-efficient investing, retirement planning, and long-term wealth management while recognizing that investment results and tax outcomes will vary based on individual circumstances and market conditions. Through ongoing portfolio management and periodic reviews, we help clients evaluate their progress and make adjustments as their needs and objectives evolve.
Did you know that up to 85% of your Social Security benefits may be subject to federal income tax, depending on your income and circumstances? Proactive tax planning can help you evaluate how taxes may affect your retirement income and coordinate Social Security, pension, investment, and other sources of income. At Neal Advisory Group, we help you evaluate tax-efficient strategies designed to manage taxable income, consider the tax implications of different financial decisions, and incorporate tax considerations into your broader retirement plan.
Accounting and payroll services can help small businesses, farms, and nonprofits save time and maintain accurate, organized financial records. From bookkeeping and payroll to tax-related services and financial reporting, we provide practical support designed to help you manage day-to-day financial responsibilities and make informed business decisions. Our goal is to provide a reliable financial foundation that supports your organization's ongoing needs and long-term objectives.
Our notary services provide secure, professional document verification for individuals and businesses. We ensure your important documents are properly signed, witnessed, and notarized with accuracy, convenience, and peace of mind.
If you’re looking for guidance or more information about our services, we are ready to help you.
Complimentary Resource
This workbook will help you determine your profile and match it to an investment strategy. Click the button below to download your copy today.
More services
Protect what matters most with comprehensive insurance solutions tailored to your needs. We help you stay prepared for whatever comes next. Explore the services below to learn more.
Unlike traditional health insurance, long-term care insurance is designed to cover long-term services and support. This includes personal and custodial care in a variety of settings such as your home, a community organization, or other facility. Long-term care insurance policies reimburse policyholders a daily amount (up to a pre-selected limit) for services to assist them with activities of daily living such as bathing, dressing, or eating.
No one plans to get sick or hurt, but most people need medical care at some point. Health insurance covers these costs and offers many other important benefits. Health insurance protects you from unexpected, high medical costs. You pay less for covered, in-network health care and get free preventive care (like vaccines, screenings, and check-ups) even before you meet your deductible.
Personal property coverage is the type of insurance that can help protect the items in your home, like your furniture. Your belongings are likely worth much more than you might think, and if they're damaged or lost, personal property coverage could help you cover the cost of replacing them. We can also help insure your car, motorcycle, boat, or recreational vehicle.
With the right life insurance coverage, we can be confident knowing that our loved ones will be able to live out their dreams, no matter what the future holds. We do everything we can for our loved ones, not because we have to, but because we want to. If you're looking for affordable life insurance coverage for a specific period of time, term life insurance may be right for you. Permanent life insurance offers many different options and you can find the right guarantees, flexibility and cash value options to fit your needs.
If you fall and break your arm, accident insurance could provide a one-time cash payment to help with co-pays you might incur for treatment. If a broken arm meant that you could not work, you could file a claim for short-term disability benefits in order to begin receiving weekly replacement income. Although there is a distinct difference between the two types of coverage, they can certainly complement each other in the case of a covered injury.
Critical Illness is an insurance product developed to help consumers cover expenses associated with critical illness. This specialized insurance provides a lump-sum, tax-free payment should a policyholder suffer from certain specific critical conditions. Some 600,000 Americans now have this protection purchased on an individual basis or through a plan offered by their employer.
Our process
We guide clients with tailored services designed to build and protect their financial future. From strategic wealth management and estate planning to indexed annuities and life insurance, we offer solutions that support long-term growth, security, and legacy planning.
In our first meeting, we'll get to know each other. We will talk about what your financial objectives are, and what it is that you'd like to accomplish with your financial plan. We will also share a little bit about our financial planning strategies and what we can do to help you achieve your goals.
In our next meeting, we will begin building your plan. We will cover Social Security, Pensions, 401k's, and Medicare, as well as your lifestyle and other factors that can affect your retirement income. We will also discuss how to protect your financial future from unexpected expenses and life events.
As life changes, so should your plans. We meet with you regularly to review your financial plan, assess your progress, and make adjustments as your goals, circumstances, and priorities evolve. Our goal is to help keep your financial strategy aligned with your objectives and the changes that may occur along the way.
Online Tool
Discover the Right Financial Strategy for You
Your investment strategy should reflect the kind of investor you are—your personal investor profile. This Free online tool will help you determine your profile and then match it to an investment strategy that’s designed for investors like you.
Unable to locate Global Block : 1561
