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
- 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..
NAPFA Start Date
January 19, 1996