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Your Financial Future

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.

Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

“Set peace of mind as your highest goal and organize your entire life around it."

~ Brian Tracy ~

"One person's lack of planning always becomes someone else's emergency."

~ Murphy's Law ~

About Shane J Neal

 

Shane is CFP® certificant and has worked in the financial services industry for 19 years.   He helps clients concentrate on goals that are immediate as well as long-term, including college saving, retirement saving, asset preservation, and asset transfer. 

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