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Neal Financial Group LP.

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Neal Financial Group LP.

Mission statement:

Our mission is to educate, equip, and provide our clients with knowledge, expertise, and tools they need to be excellent stewards of what God has given them. We do this by providing world class service in assisting our clients in identifying, developing, prioritizing, and implementing their goals and then assisting in the management of assets or the selection of quality products and services to pursue these goals.

Overview:

The Neal Financial Group is an independent financial firm of advisors who have been helping individuals, families, and small businesses build strategies and goals for over three decades. We are small enough to focus on building strong, lasting relationships but possess the technology and global research to craft comprehensive, dynamic strategies for any financial situation.

In 2015 we are working with many families who are using our financial strategies to pursue their retirement goals; managing financial nuances for widowed clients; addressing the long-term care concerns of parents, spouses, and children; and helping business owners manage their retirement plans and insurance concerns. We continue to help families with saving and paying for college tuition, and are working with several fourth generation clients. Talk to us today about your goals and let's build a relationship to work toward them together.

Our Services

   Financial Planning for you and your family - assessing your current situation so you can pursue a life of fulfillment.
   Retirement planning- to design an investment strategy to help you to scale back, take time off, and do the things you always wanted to do.
   Cash management programs for small business
   Corporate 401(k), Retirement Plan & Investment Services - which plans work best for you, your family, and your employees.
   Estate planning- for preservation of wealth from generation to generation.
   College Planning - to give your kids a great head start
   Strategic Asset Management (SAM) - providing you with fee-based asset management through LPL Financial, a Registered Investment Advisor. Access to mutual funds, individual stocks, and bonds.

Toll Free: +1 866 880 5337

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Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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