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

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


This Office

9394 Kentons Run Ct Loveland, OH 45140-8914