R.M. Neilio & Associates is a full-service Financial Consulting Firm, specializing in pre- and post-retirement planning and estate planning and administration. Our mission is to offer financial insights and concepts to help each client obtain results based on their particular needs. Effective financial planning is a process, and post-retirement and estate planning should not be taken lightly. It is important to understand how choices you make now can better ensure a comfortable retirement and, eventually, the smooth transfer of assets. The solution is not always strictly about numbers; a solid plan needs to have you in mind. It needs to consider your financial temperament and financial behaviors. We work with you to assess your current financial needs, and to outline your goals and objectives. Consider interviewing us before you make any major financial decisions, and we will share with you a different perspective on how to accomplish your financial goals.
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