Financial Services

Since 1999 Max K. McNeal, CPA has been working comprehensively with his clients’ wealth management plans. Max utilizes the vast resources of CFD Investments and his 30 plus years of Certified Public Accounting experience to provide this high level of service. Examples of Wealth Management Issues include retirement planning, investment management issues, life insurance, long term care insurance, and business planning. This service is delivered locally in a highly personalized way. Mr. McNeal meets with his Investment Advisory Clients four times per year to review their investment allocations, investment performance,  and ensure their wealth management plans reflect their changing personal and family issues. Clients’ of Mr. McNeal have told him that they value his service because he has a clear methodology for helping them, is disciplined, focused and articulates his process upfront.

Mr. McNeal is an Investment Advisor Representative of Creative Financial Designs, Inc.

Call for a complimentary one-hour consultation regarding your business/financial needs and discuss what McNeal & Co. CPA's can do for you.