Neil Gartner (CFP®, MBA)
Neil Gartner focuses in the
following client markets or areas of practice:
- Cash Flow/Budgets/Credit Issues
- College/Education Planning
- Fixed Fee (Subscription, Retainer, etc.)
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Retirement Planning & Distribution Rules
- Cash Flow/Budgets/Credit Issues
- College/Education Planning
- Fixed Fee (Subscription, Retainer, etc.)
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Retirement Planning & Distribution Rules
Planning Specialties
“Retirement Red Zone” Retirees & Near-Retirees
We refer to the 10-year period beginning five years before retirement as the “retirement red zone.” We help Retirement Red Zone clients improve their odds for a fulfilling and worry-free retirement.
Pre-Retirement Professionals/Families
Regardless of income or assets, younger clients have the powerful financial lever of time to aid them on the path to a richer life. We help Pre-Retirement Professionals & Families optimize their resources to achieve a richer life.
NAPFA Start Date
June 26, 2015
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identifying a potential advisor for their review and consideration. The appearance of an
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no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.