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 children, sending them off to college, seeing them get married, and becoming grandparents…then there comes a time when you can retire! We also recognize that there are other moments in life 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.
The first step to achieving your financial security goals is creating a financial plan. Our goal is to help you build a plan that’s tailored to your needs, flexible enough to meet your changing needs and based on solid insurance and investment products.
To help guide us along the way we build financial plans using a proven process based on the four cornerstones of financial security
At Neil & Associates we work with our clients to assist you in achieving your current and future financial goals.
Our advisors work with you to understand your goals (short, medium and long term ) and know what is important to you and your family . Our Navigational plan is a tool we develop with you to ensure your goals are identified and set you on a course to achieve those goals.
Our team has tax professionals available to assist you along the way or we are more than happy to work with your current team of allied professionals to develop a plan that is comprehensive, tax efficient as well as being flexible. As well we can give our clients piece of mind knowing that their estate / wealth will be passed to heirs smoothly and tax efficiently.
We have assembled a strong dedicated team to assist you and our willingness and expertise working with other professionals ensures that your needs are met with ultimate care and concern.
We can help you protect your most important asset.
Insurance is the foundation of a complete financial plan.
Financial security planning is about more than saving money.