Scott Neal (CFP®, CPA/PFS, M.Div., MBA)

Scott Neal focuses in the
following client markets or areas of practice:

Estate & Generational Planning Issues

Financial Psychology/Coaching

Investment Advice with Ongoing Management

Medical Professionals

Retirement Plan Investment Advice

Tax Planning

Planning Specialties

Helping Boomers and Gen Xers and Millenials take care of their aging parents and loved ones. Or simply planning for thier own future care. Making plans now averts a crisis later.
Improving a client's living standard by identifying: A) what to change, B) what to change to and C) how to bring about the change.

Additional Information

Helping clients make better decisions is my passion. I believe that each person and each family is unique; that good choices lead to better outcomes; that every problem has a solution; and that every situation can be improved. I reach beyond money decisions to those that qualitatively impact a client's life..