Neal Financial Group provides personalized investment advisory services, including financial planning, to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations, insurance companies, and other business entities. Financial planning involves analyzing a client's financial situation and objectives to create a written plan for managing income, assets, and liabilities. The firm also offers pension consulting services to employee benefit plans.
Fee Structure
Neal Financial Group charges a fee for specialty planning or written financial plans. Clients pay an agreed amount of the estimated fee in advance, with the balance due upon completion of services. Hourly fees may also apply for specific services beyond the monthly agreement, such as comprehensive plan reviews or other special circumstances. The hourly fee depends on the individual providing the service.