Our Services

Lots of things are great for the do-it-yourself approach: cooking; minor repairs; lawn maintenance.  Other things are better left to qualified professionals: surgery; electrical wiring and, yes, Retirement and Estate Planning.  Put your trust in someone who has the education and experience to help you reach your goals.  

Even if you have worked with a financial expert, you could benefit from a second professional opinion.  A  free,  no-obligation review of your finances can re-affirm your long-range goals and immediate needs, or help you find a new perspective.  We work with you to assess your current financial needs, and to outline your goals and objectives.   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

You already have a 401k and Social Security.  That's a good start.  R. M. Neilio & Associates, Fiscal Advisors will show you how to transform your existing IRAs and 401ks into a steady stream of income that can last as long as you need it to.