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.