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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

 
18 Years Worth of Days Bridging the Confidence Gap Tuning Your Social Security Benefit Saving for College 101

 

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

Insurance Needs Assessment: When You're Young and Single

Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.

You May Need to Make Estimated Tax Payments If…

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

A Fruitful Retirement: Social Security Benefit

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

 

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

Yours, Mine and Ours: Estate Strategies for Second Marriages

Second marriages are a trigger event to revisit any existing estate strategies.

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.

A Brief Guide To Condo Insurance

Important items to consider when purchasing condo insurance.

The Economic Journey of Your Morning Coffee

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

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Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Bi-Weekly Payments

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

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Retirement Plan Distributions

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

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Surprises

Making the most of surprises is a great reason to work with us.

Suddenly Single: 3 Steps to Take Now

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

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

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