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Common Sense Answers to Your Biggest Money Questions

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  • Investing
  • Saving for College
  • Creating a Better Future
  • Retirement
  • Your 401k
  • Social Security
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Meet Neal.

Neal is a Certified Financial Planner™ Professional. He's helped people create plans for a better future for nearly 25 years. His common sense and practical approach can help you find the answers to your most pressing questions.

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Ask A CFP Pro

Here are some of the questions we've answered....

  • Should I keep my Medicare Supplement Insurance?
  • What will happen to the stock market if President Trump loses the election?
  • I'm 10 years away from retirement. What should I be doing to prepare? Should I payoff my mortgage?
  • Do you think we've seen the end of the bear market? Are you pessimistic or optimistic about the future?
  • Which 529 plan should I use for my grandchild if they live in a different state?
  • How can someone with a small income start investing for their future?

Listen to the last three episodes

June 2020

July 2020

August 2020

The episode airs exclusively on our website the first Monday of each month!

Get Answers to Your Most Pressing Questions

Your questions answered by a Certified Financial Planner™ Professional

Ask Your Question!