R M Neilio & Associates

At R.M. Neilio & Associates, we are a full-service financial consulting firm dedicated to providing comprehensive pre- and post-retirement planning and estate planning and administration. Our mission is to deliver personalized financial insights and strategies tailored to each client's unique needs.

We understand that financial planning is a process, and it is crucial to consider how the decisions you make today can impact your retirement and the future transfer of assets. Our approach is centered on you, taking into account your financial preferences and behaviors. We work closely with you to assess your current financial situation, outline your goals, and develop a plan that aligns with your objectives.

With over 30 years of experience in helping seniors plan their retirement, we possess the expertise and knowledge required to guide you towards achieving your financial goals. Our team is dedicated to earning your trust and your business by providing informed, insightful guidance. We encourage you to schedule a free introduction interview to see how we can assist you. A no-cost, no-obligation review of your finances can either confirm that you are on track to meet your long-term goals and immediate needs or offer a new perspective.

Our services cover a range of key areas, including:

• Retirement Planning
• Estate Planning
• Long-Term Care Planning
• Business Succession
• Strategic Tax Planning
• Required Minimum Distribution Planning
• Income Stream Design
• Wealth Preservation

We are an independent financial planning firm, and we do not engage in securities brokerage. Our focus is on providing personalized advice and guidance to help you navigate your financial journey.

Thank you for considering R.M. Neilio & Associates. We look forward to the opportunity to serve you.