Neville & Associates

Our Guiding Principles

LPL Financial - Richard & Amy Neville is a financial planning firm founded on the belief that successful financial planning requires a personalized approach. We understand that each client has unique goals, challenges, and circumstances. Our team works collaboratively to develop tailored plans that address your individual needs and aspirations.

Who We Are

Our team comprises experienced financial professionals with extensive backgrounds in wealth planning, investment management, and risk management. Guided by our core values of integrity, expertise, and personalized service, we are committed to empowering our clients to achieve financial success.

Wealth Planning & Investment Management

• Investment portfolio creation and review
• Retirement planning and optimization
• Tax planning and wealth preservation strategies
• Estate and legacy planning
• Comprehensive financial planning

Insurance Solutions

• Life insurance
• Long-term care insurance
• Disability insurance
• Review of existing coverage

Financial Guidance & Education

• Budgeting and spending management
• Credit management and debt consolidation
• Financial education and planning workshops
• Personalized financial planning resources

Our Process

We take a structured and collaborative approach to financial planning, involving:

• Discovery and Needs Analysis: We listen carefully to your goals, concerns, and financial situation to identify your unique needs.
• Goal Setting: We work with you to establish SMART goals and prioritize your financial aspirations.
• Plan Development: We develop a personalized plan that aligns with your goals, utilizing a diverse range of financial tools and strategies.
• Implementation and Review: We regularly monitor and adjust your plan to ensure it remains effective and aligned with your evolving needs.

Our Values

• Integrity: We prioritize honesty, transparency, and ethical practices in all our financial planning endeavors.
• Expertise: We stay updated with industry trends, leveraging our knowledge and skills to provide insightful guidance.
• Client-Centricity: We prioritize understanding your unique needs and building strong relationships founded on trust and open communication.
• Personalization: We tailor our plans to your individual circumstances, considering your unique goals, risk tolerance, and financial situation.