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Offering Financial Services for
people and businesses,
Ms. Neff answers many types of
financial questions

 

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Question-iconWill the plan I have in place be sufficient to allow me to reach my personal financial goals?

Question-iconHow well is my current plan performing?

Question-iconWill my retirement program provide me the growth and income I will need over time?

Question-iconCould our estate plans be improved?

Question-iconHow should I expect to change the structure of my investment program — as my children reach college age? as I near retirement?

Question-iconWhich retirement plan would best suit me as a small business owner?

Question-iconHow can we improve employee benefits and make sure employees understand those benefits?

Providing financial services to answer these and other questions, Ms. Neff starts with an analysis of the client’s current financial condition or program; evaluates alternative solutions; creates strategies to meet financial goals; and assists the client with implementation of each step of the final, chosen plan.

Ms. Neff also offers periodic reviews and revaluations of the chosen plan to help the client stay on target.

A. Neff Associates llc. Services

Financial Services For Individuals & Families

Consultations and advisory services for

  • Asset Management
  • Education Planning and Funding
  • Estate Planning
  • Financial Planning
  • Income Tax Planning
  • Retirement Planning and Funding

Individuals, couples and families use A. Neff Associates LLC. for financial portfolio design, evaluation, and implementation. Ms. Neff offers her advisory services for a fee.

Financial Services For Businesses, Associations, & Employers

Consultations & evaluation assistance for

  • Qualified Retirement Plans
  • Group Benefit Programs
    Life Insurance
    Health Insurance
    Disability Insurance
  • Employee Presentations on Investment Selection and a Variety of Other Financial Topics
  • Assistance to Retirement Plan Administrators

A Partner With You
And Your Other Advisers

Arlene Neff is neither a certified public accountant nor a lawyer.  Arlene Neff has, however, studied taxation and legal issues that pertain to investment assets. She welcomes the opportunity to consult with you and your CPA or legal counsel with respect to accounting or legal issues that impact your financial and investment interests.

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