Neal Financial Group offers personalized financial planning, specialty planning, and retirement plan consulting for individuals, families, and businesses. The firm creates customized financial plans covering asset allocation, asset protection, college funding, retirement, and estate planning. Neal Financial Group also provides pension consulting services to employee benefit plans. The firm's team includes professionals holding designations such as Certified Financial Planner, Chartered Financial Consultant, and Certified Public Accountant. Neal Financial Group operates through associated professionals who are also registered representatives of a broker-dealer, and they may earn commissions from selling securities or insurance products in addition to advisory fees.
Fee Structure
- Specialty planning services and written financial plans — Fees are charged based on an agreed-upon estimate for services including asset allocation, asset protection, college funding, retirement planning, estate planning, and comprehensive financial plans, with a portion paid in advance and the balance due upon completion.
- Hourly consulting — Charged at negotiated rates depending on the professional providing the service, typically payable upon completion of each session.