Fiscal Advisors
R.M. Neilio & Associates is a full-service Financial Consulting Firm, specializing in pre- and post-retirement planning and estate planning and administration. Our mission is to offer financial insights and concepts to help each client obtain results based on their particular needs.
Effective financial planning is a process, and post-retirement and estate planning should not be taken lightly. It is important to understand how choices you make now can better ensure a comfortable retirement and, eventually, the smooth transfer of assets. The solution is not always strictly about numbers; a solid plan needs to have you in mind. It needs to consider your financial temperament and financial behaviors.
We work with you to assess your current financial needs, and to outline your goals and objectives. Consider interviewing us before you make any major financial decisions, and we will share with you a different perspective on how to accomplish your financial goals.
Financial planning is not an exact science, but to be effective it necessitates the tacit training and explicit knowledge of a well-qualified professional. For 30 years, R.M. Neilio & Associates has focused on helping seniors plan their retirement. You want to work with someone who has the education and experience to help you reach your goals. Let us earn your trust and your business by providing informed, insightful guidance.
Contact us and schedule a free introduction interview to see how we may be of service. A no-cost, no-obligation review of your finances can re-affirm that you are on target to meet your long-range goals and immediate needs. Or, it could help you find a new perspective.
Some key areas we address are:
- Retirement Planning
- Estate Planning
- Long-Term Care Planning
- Business Succession
- Strategic Tax Planning
- Required Minimum Distribution Planning
- Income Stream Design
- Wealth Preservation
Contact us today to schedule a free introduction interview to see how we may be of help.