Our Services

Your financial goals are unique to the needs and long term objectives that are important to you and your family. Our team will help define and assist with the implementation in a focused and specialized approach, designed to bring organization and clarity to the accumulation and distribution of assets that fits appropriate planning. This involves the 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.



Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuities

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans


Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

jesse.shepard@lpl.com   |  770-251-2909