Financial planning
Planning for cash flow, retirement, education, and long-term prioritie
D Scott Neal Inc
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About D Scott Neal Inc
Visitors can access financial planning that brings together cash flow, retirement goals, education planning, and long-term priorities. The practice also provides investment management, tax planning and preparation, estate planning support, trust services, and insurance solutions as part of an integrated wealth management offering. Its advisors work with individuals and families, addressing financial needs across retirement, family, health, work, and unique assets. Investment management focuses on long-term objectives, risk management, and disciplined strategies, while tax guidance considers state and federal considerations. Scott Neal, CFP and CPA, is a senior wealth advisor on the Kentucky team. The firm serves clients from its Lexington office and also has an office in Louisville.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Services & specialities
Highlights
Investment management
Portfolio strategies focused on long-term goals and risk management.
Lexington office
Kentucky advisory team includes senior wealth advisor Scott Neal.
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