Financial Planning & Investment Services

Comprehensive Financial Plan

($3,600 cost)

  • Financial Goal Setting
  • Psychological & Financial Risk Profiling
  • Cash Flow & Net Worth
  • Income Tax Planning
  • Education Planning
  • Retirement & Benefits Planning
  • Portfolio & Investment Analysis
  • Insurance Needs Analysis
  • Estate Planning Review
  • Action Item Checklist

There is no obligation to use our On-Going Planning Support Services or Investment Advisory Services.

On-Going Planning  Support 


  • Implementing plan
  • Continual updates & adjustments
  • Account aggregation
  • Update meetings as needed
  • Comprehensive review meeting annually
  • Timely & disciplined perspectives to help you ignore the noise and focus on the essential

Fee may be reduced or waived with investment advisory relationship

Investment Advisory Services 

(1.00% of assets under management annually)

  • Financial Goal Setting
  • Portfolio & Investment Analysis
  • Cost Effective Portfolios
  • Custom Built Portfolios Based on Your Goals & Constraints
  • On-Going Monitoring, Proactive Advice as Needed
  • Account Reviews as You Want, Not Less Than Annually

Fee is reduced to 0.90% if you are a Financial Planning Client.

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC. Financial planning services offered through Neal Financial Group, a Registered Investment Advisor and a separate entity from LPL Financial.