Our services
Financial planning
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.
Retirement Planning
We believe life is more than a paycheck, and our mission is to help you build a financial strategy for retirement. We create retirement income plans that balance living expenses, Social Security, pensions, medical costs, and the unexpected. Our goal is to provide a roadmap for a secure and fulfilling retirement.
Social Security Maximization
One of the most imperative decisions you can make in regards to your retirement is when to start receiving your Social Security benefit. There are pros and cons to delaying your benefit, as well as receiving it as soon as you become eligible. We can help you navigate this process by showing you precisely what to do, and at what time, to maximize your Social Security Benefit.
Annuities
Looking for retirement income or a tax-advantaged way to save effectively? We offer a range of annuity products tailored to your personal needs. Our professionals can review your current annuity, match options to your needs, and reinforce confidence in your retirement planning decisions.
Estate & Legacy Planning
At Neal Advisory Group, our team of specialists will help you create and execute an estate plan tailored to your needs and your beneficiaries. We ensure your beneficiary designations, insurance policies, and asset transfers align with your wishes and maximize tax efficiency. With a comprehensive plan in place, you and your loved ones can have peace of mind knowing your legacy is protected.
Asset Management
We help clients find investment solutions tailored to their goals and financial needs. Our focus is on building lasting legacies, reducing tax liabilities, and creating personalized retirement strategies that support long-term financial confidence. By emphasizing wealth preservation through every stage of retirement, we provide a clear roadmap to help clients achieve their financial goals.
Tax Planning
Did you know up to 85% of your Social Security benefits may be taxable? With proactive tax planning, you can better manage your taxable income in retirement and maximize your Social Security, pension, and investment income. At Neal Advisory Group, we help you use tax-efficient strategies to reduce taxes, preserve more of your retirement savings, and make the most of every opportunity available.
Accounting & Payroll
Accounting and payroll services help small businesses, farms, and non-profits save time, stay compliant, and maintain accurate financial records so they can focus on their core operations and long-term goals. From bookkeeping, taxes, and payroll to improving financial transparency and supporting informed decisions, these services help you build a strong foundation for success.
Notary Services
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.
Service Help
If you’re looking for guidance or more information about our services, we are ready to help you.
Complimentary Resource
Client Info Workbook
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
Insurance 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.
Long-Term Care
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.
Health Insurance
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.
Property Insurance
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.
Life Insurance
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.
Disability Insurance
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
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
Three Step 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.
The introductions
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.
Building your plan
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.
Proactive management
As life changes, so should your plans. We will meet with you on a regular basis to re-evaluate your financial plan and make adjustments as necessary. We will work hard to ensure that you are always on target to achieve all your financial goals and objectives.
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.
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How Can We Help You?
At Neal Advisory Group, helping people is at the heart of everything we do. Every day, we work with individuals, families, and business owners to help them prepare for the future with confidence. Whether you're planning for retirement, managing financial risks, or seeking to protect and preserve your wealth, we provide personalized guidance tailored to your unique goals and circumstances.