Due to relocation for a job, I made the mistake of changing Financial Advisors. The new advisor put my funds in accounts that charged fees and eroded our accounts. When I recognized my mistake, I immediately moved everything back to Neal. He completed a full financial plan, and prepared our family to achieve our financial and retirement goals. I’m happy to say that Neal has more than increased the value of what we lost with the previous advisors. Neal will be our Financial Advisor for life.

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