Adaptable Strategies, Measurable Goals
We utilize multiple strategies designed to address your need for return and your tolerance and capacity for risk. SCHEDULE A CALLIt’s not as simple as buying low and selling high
Many investment managers still hold tightly to the idea that simply buying the dips–or buying and periodically rebalancing–is enough to ensure the health of a client’s portfolio. Unfortunately, it’s not that easy anymore. The world’s economy is in uncharted territory. Inflation, excessive volatility in the markets, and rising interest rates call for a different approach, one that not only manages risk to preserve wealth but also builds momentum through carefully selected securities.
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.
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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