Hamilton Neal, Cfp® Email & Phone Number

We work with a select group of individuals, families, and businesses in helping them build, manage and transition their wealth.Wealth is much more comprehensive than most people recognize. Wealth includes investments, liability management, risk management and trust services. On the individual/family side, we collaborate with your estate attorney, accountant, and other trusted advisors as a team, to assure that everyone works on your behalf with the same end goal in mind, whatever that may be. Collectively as a team, we have worked over 70 years with generations of families. Currently we manage over $250,000,000 in assets, spanning several states all across the Country. We understand that our approach is not for everyone but we would love the opportunity to see if we might be a fit with you and your family.On the business and side, we manage several retirement plans, with our specialty being in the space of 10-100 employees. Currently we are over $20,000,000 in retirement assets and aggressively marketing in this area. We feel we bring the fiduciary requirements to take the burden off the business owner. The companies we collaborate with, including our parent company, Raymond James & Associates, give us the tools to meet the required needs of our clients. Currently we have plans spanning the eastern part of the United States, from Miami to Detroit. We also work closely with the business owner, when appropriate, in risk management, key employee retention, and ways to maximize savings utilizing various cash alternative investments (subject to risk).

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  University Of Kentucky

  Political Science And Government