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.