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Products & Services

What is a plan without a goal?

Our clients are all unique. Since we help individuals and families in different life stages, the services we offer are as diverse as their goals. We work with our clients to identify their priorities and lay out a plan that will improve their financial future.

Financial Independence | Family & Education Planning | Retirement Planning | Insurance Services

Financial Independence:

From becoming debt-free and adhering to a budget, to growing your wealth for the long-term, your eventual goal is to become financially independent so that money isn’t your biggest worry.

  • Build a Better Budget
  • Debt Reduction Strategies
  • Automated Investing
  • Optimize Your Employee Benefits
  • Understand Your Insurance Policies
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Family & Education Planning:

Whether you’re a new parent or your kids are preparing to head off to college, it’s never the wrong time to start planning for their education. Raising a family carries sizeable expenses that extend well beyond tuition. McNeily & Company can help you invest your money today for a brighter tomorrow for you and your kids.

  • Budgeting and Savings for Parenthood
  • Tax Plans
  • 529 College Savings Plans
  • Responsible Investing Portfolio
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Retirement Planning:

Retirement plans come in many different shapes and sizes, and the sooner you start saving, the sooner you can enjoy the retirement you’ve earned. McNeily & Company will connect you with the right retirement and wealth building products, and help you make sense of the savings plans you may already have.

  • 401(k) and 403(b) Planning
  • IRA and Roth IRA Planning
  • SEP and Simple IRA Planning
  • Traditional Investing Portfolio
  • Annuities
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Estate Planning & Insurance Services:

Financial planning is about turning your current assets into long-term security. The greatest investments we can make to protect our loved ones and ourselves are insurance, and a well-crafted estate plan. We can help you structure both to ensure the financial futures of the people you love most.

  • Life Insurance
  • Long-Term Care Insurance
  • Will & Trust Setup
  • Wealth Transfer
  • Tax Planning
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Not sure how to prepare for your first financial planning meeting? 

Download our comprehensive checklist.