Steven Neeley (CFP®, MBA)

Steven Neeley focuses in the
following client markets or areas of practice:

  • Hourly
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

-Retirement Income Planning -Tax Minimization Strategies -Social Security Optimization -Portfolio Protection Strategies

Additional Information

My sole focus is ensuring a happy and carefree retirement for my clients by getting them the income they need while crash-proofing their portfolios. I decided to focus on retirees after guiding my own parents through the retirement process. Generally capable people, when it came time to retire, they were overwhelmed. Suddenly, they had to figure things out like: -I’m sick of working, but can I afford to retire now? -I have a pension that has a lump sum option. What should I do? And if I take the pension, which option should I choose? -Most of my savings is in a retirement plan that will be taxed on withdrawal. How do I minimize taxes? -I need $X of income every month to live. Can I get that kind of income from my investments without taking on too much risk? The relief they experienced after developing their retirement plan and guiding them through it is something I will never forget, and it is the reason that I do what I do.

NAPFA Start Date

March 14, 2024


This Office

418 Oak Drive Carmel, IN 46032 Phone: (317) 210-3727