Our Services At McNeely Financial Services, Inc. we provide knowledgeable assistance in the following areas: Investments Mutual FundsVariable AnnuitiesBrokerage AccountsFee Based Asset ManagementCollege Funding-Section 529 PlansEducational IRATraditional IRARoth IRASEP IRASIMPLE IRA Financial Planning Cash Flow AnalysisAsset AllocationFinancial StatementsFinancial Independence/Retirement PlanningEducation Funding Insurance Income Protection/Disability Income InsuranceSurvivor Needs Analysis/Life InsuranceLong Term Care Insurance Business Planning Business Continuity PlanningBuy/Sell AgreementsKey Person CoverageDisability Buyout PlanningRetirement Plans-401K, SIMPLE, SEP, Defined BenefitEmployer Sponsored BenefitsVolunteer Benefits