As an Entrepreneur specializing in Financial Services, Neil’s focus is on helping individuals, families and small business owners to realize visions of financial independence through comprehensive financial planning.
Neil combines the financial knowledge and 26 years of experience with his integrity and dedication to realize and achieve objectives as client’s progress through the stages of wealth accumulation and wealth transfer.
Professional Services
- Financial Management And Portfolio Analysis
- Retirement Funding And Distribution Strategies
- Business Succession Planning
- Estate Conservation and Legacy Strategies
- Charitable Gifting Programs
- Life, Health, and Long Term Care Insurance
Credentials And Memberships
Series 6 Registration
Licensed Agent: Life and Health Insurance, Variable Products
Financial Services Institute (FSI)