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10751 North Frank Lloyd Wright Boulevard
Suite 103
Scottsdale, AZ 85259

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G. Wayne Neill CPA/PFS, CFP

(480) 922-9268

 
Surprise! You’ve Got Money! 18 Years Worth of Days Bridging the Confidence Gap Tuning Your Social Security Benefit

 

Welcome!

Wayne has been helping his clients "save taxes and plan for the future" since 1991.  He is a native of Arizona, and has lived and worked in Scottsdale since 1985.

As both a Certified Public Accountant and Certified Financial Planner, Wayne is uniquely qualified to help you devleop a holistic tax, investment and financial plan.

It's vital to know all about our clients, and ask lots of questions.  For instance, do you have credit card or consumer debt?  If you do, the best course of action may be to reduce those before investing.  Another example.  What tax bracket are you in?  If you are in a low tax bracket-tax free bonds might not make sense for you.

The return on your investments is important.  But just as important is the return on your life.  What is important to you about money?  What are your fears and concerns?

For those of you visiting our site, Wayne is always willing to offer a complimentary initial consultation.  This is just a chance for you and Wayne to get to know each other-and see if there is a good fit to work together.

Please browse our site.  There is a lot of great information.  Make sure and click on the section titled "Wayne's Newsletters".  These are personally written by Wayne twice a year.

Oh by the way, rememember that Wayne is never to busy for your referrals!

Thanks again for stopping by.  Make it a great day!

 

Helpful Content

What the New Tax Bill Means for You

What the New Tax Bill Means for You

What does the Tax Reform and Jobs Act mean for you?

How to Appeal Your Property Taxes

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

Making Sense of U.S. Household Net Worth

Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.

 

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

Apps That Help Achieve Goals

If you find it hard to attain personal life goals, there’s an app for that!

Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

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Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Rightsizing for Retirement

What does your home really cost?

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

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