Services Offered
I serve individuals and businesses in all areas of financial management, including:
- Retirement planning
Make the most of your employer-sponsored retirement plans and IRAs. Determine how much you need to retire comfortably. Manage assets before and during retirement.
- Estate Planning***
Help with strategies to preserve your estate for your intended heirs. Potententially reducing exposure to estate taxes and probate costs. Coordinating with tax and legal advisors.
- Insurance Planning
Review existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation.
- Education funding
Recommend investment and accumulation strategies to help you pay for your children's education.
- Investment Planning
Determine your asset allocation needs. Helping you understand your risk tolerance. Recommending appropriate investment vehicles to help you reach your goals.
- Employee and executive benefits
Strategies to help your business attract and retain qualified employees through benefit pack.
If you have any questions or want to schedule a complimentary meeting to discuss your specific questions, schedule a first step call by clicking here, e-mail me at mneeley@voyafa.com or call (626) 224-7715.
Note: *Neither Voya Financial Advisors nor its representatives offer tax or legal advice. Please consult with your tax and legal advisors regarding your individual situation.