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R.M. Neilio & Associates
Contact Us
- "I'm already working with a financial planner."
- You could probably benefit from a second opinion. A new set of eyes reviewing your finances with you can help you find a new perspective; re-establish your long-range goals and your immediate needs and plan how best to reach them.
- "I don't need an estate planner or an advisor, I'm not rich."
- That's an even better reason to meet with us. We can help you position and manage what you do have so you don't outlive your money. We'll help you create an estate so you'll have something to leave to your loved ones or charity. Or, if you prefer, we can help you meet a reasonable spend-down strategy.
- "I have a 401k and Social Security. That should be enough."
- 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 do.
- "All those financial professionals charge too much money. I'd rather do it myself."
- Lots of things are great for the do-it-yourself approach: cooking, minor repairs, lawn maintenance. Other things are better left to professionals: surgery, electrical wiring and, yes, retirement planning. Put your trust in someone who has the background and education in the field to get you the results you want. We don't charge a money management fee, and there are no hidden costs or surprise charges when you work with us. We strongly believe in full transparency and fee disclosure.
Please contact us to schedule your free introductory appointment. It's a no-cost, no obligation opportunity to meet with us, review your specific questions and concerns, and discuss how we can be of help.
Send us an email at: solutions@rmneilio-associates.com with 'intro appointment request' in the subject line. Or, if you prefer, call us at: 603-329-4305.
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