What financial concerns keep you awake at night?
Bring them to us.
For nearly 30 years, we’ve helped hundreds of clients solve their biggest money concerns, stop worrying, and start living life on a path towards financial freedom and security.
Without a financial roadmap, you might not get where you want to go.
Ready or not, tomorrow always comes, and the financial decisions you make (or don’t make) today directly impact your standard of living now and in the future. Our forward-thinking approach focuses on the road ahead and the best way to get you there.
Your money, your choices
Our process is simple:
WE LISTEN.
We’ll ask the right questions to gain insight into where you are financially today and where you’d like to go.
WE CUSTOMIZE.
Your long-term financial plan and investment strategy is tailored to your unique needs, goals, and risk tolerance.
WE EXECUTE – TOGETHER.
Our team of fee-only advisors will personally manage every asset in your portfolio and help you stay on track to meet your goals.
Financial
Planning
Our approach focuses on maintaining your desired standard of living for a period long enough to cover most any lifetime.
Investmemt
Management
We utilize multiple strategies designed to address your need for return and your tolerance and capacity for risk.
Some people see problems. We see opportunties.
Even in today’s uncertain and complex financial world, financial security and freedom is possible. At D. Scott Neal, Inc., we pride ourselves in our ability to adapt as well as to minimize risk across the largest set of possible circumstances. We help you make data-based decsions that allow us to advise and guide you confidently, even as the world unfolds in unanticipated ways. There will always be a lot of financial variables. Our job is to help you make better decisions around them so you can get where you want to go.
If you’re like most of my readers, you’re committed to making the most of your current cash flow while looking for ways to improve it in the weeks to come. Probably, you find the “budget” to be akin to a four-letter word. That’s why, for years, I have recommended the D. Scott Neal, Inc. Cash Management System to our clients. In this eBook, Get a Handle on Cash Flow Once and For All, you will learn the steps to better cash management. I think the simplicity of the system will surprise you.
Ready to take control of your cash flow?
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LEXINGTON
Suite 290
3292 Eagle View Ln.
Lexington, KY 40509
859.254.3036
LOUISVILLE
Suite 201
6440 Dutchmans Parkway
Louisville, KY 40205
502.459.7199
CINCINNATI
513.842.1193
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