Our Services
At McNeely Financial Services, Inc. we provide knowledgeable assistance in the following areas:
Investments
- Mutual Funds
- Variable Annuities
- Brokerage Accounts
- Fee Based Asset Management
- College Funding-Section 529 Plans
- Educational IRA
- Traditional IRA
- Roth IRA
- SEP IRA
- SIMPLE IRA
Financial Planning
- Cash Flow Analysis
- Asset Allocation
- Financial Statements
- Financial Independence/Retirement Planning
- Education Funding
Insurance
- Income Protection/Disability Income Insurance
- Survior Needs Analysis/Life Insurance
- Long Term Care Insurance
Business Planning
- Business Continuity Planning
- Buy/Sell Agreements
- Key Person Coverage
- Disability Buyout Planning
- Retirement Plans-401K, SIMPLE, SEP, Defined Benefit
- Employer Sponsored Benefits
- Volunteer Benefits