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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

 
When Markets React Behavioral Finance Should You Tap Retirement Savings to Fund College? Should You Ever Retire?

 

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

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The Average American Budget

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Saving Early & Letting Time Work For You

Saving Early & Letting Time Work For You

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Your Social Security Roadmap

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Social Security Tax Estimator

Estimate how much of your Social Security benefit may be subject to federal income tax.

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See how increasing your 401(k) contributions today could affect your balance at retirement.

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Estimate how much life insurance coverage may be appropriate for your situation.

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The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

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Timing Your Retirement

This short video illustrates the importance of understanding sequence of returns risk.

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Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

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