Our Services

If the creation and preservation of wealth is important to you or your family, you owe it to yourself to meet with a good financial advisor.  Neal Shepard would be happy to  discuss a specialized approach to prepare for the accumulation or distribution of assets.This involves the appropriate use of life insurance, mutual funds, disability insurance, and annuities. These are utilized in a client based approach with the goals of each individual guiding the entire process. The initial meetings are to set the stage for an honest and ongoing relationship.

If you are looking for integrity in the individual, the company, and the process, we believe you will be pleased with the end result that is taken without a harsh or programmed sales approach. Neal takes pride in the fact that he started and continues to build his business in a small community after 45 years of business experience assisting clients with different aspects relevant to estate preservation and wealth transfer. If you will call for a meeting, it may just be one of the best decisions you have ever made for your family.