No Guesswork, More Reliability

Long-range, economics-based financial planning to maintain your desired standard of living–for life.
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Over-saving isn’t the answer

Conventional retirement planning can be tricky. The truth is, it requires a lot of estimation across a lot of variables, which can lead to some costly mistakes. Overestimate the amount needed in retirement, and you will have needlessly over-saved for years at the expense of your desired living standard. Underestimate and you run the real risk of running out of money. That’s why we take a more reliable, economics approach to financial planning for both retirement and other long-range plans. It eliminates the guesswork and helps maintain, and hopefully improve, your living standard–even with inflation–for the rest of your life.

Take control of your financial future with a plan that gives you:

CLARITY

We will help you thoroughly understand and weigh the options available to you.

CONTROL

Your unique needs, goals, and risk tolerance inform every decision we make together.

CONFIDENCE

Our partnership is built upon mutual trust, full transparency, and exceptional service.

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.

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.

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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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© D. SCOTT NEAL, INC. | 800.344.9098

WEBSITE DISCLOSURES The information on our website is for informational purposes only. No part of our website nor the links contained therein is a solicitation or offer of any investment advisory service, except where applicable in states where we are registered or where an exemption or exclusion from such registration exists. We do not represent that the securities, products, or services discussed on or accessible through our website are suitable for any particular investor. Our website contains links to third-party websites and DSN is not responsible for the content of any website owned by a third party that may be linked to its website.

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