It can be all too easy to focus on just one aspect of your financial life — and in doing so, miss opportunities as well as incur unnecessary risk.

That’s where wealth planning comes in. Wealth planning is all about examining your full financial picture — not simply investments, although…

These days, too many successful, wealthy individuals and families are simply not getting the advice that’s most appropriate to help them achieve their key financial goals.

There are a number of reasons for this. But one main culprit is that, overall, there are a relatively small number of financial advisors…

It seems like everyone wants to know what it takes to live fulfilling lives, foster happier families, create and manage stronger teams, and have happier clients. And why not? Can you imagine a life where all those outcomes are a reality?

The good news: There’s a way to pursue those…

Timothy J. McNeely CFP CIMA

Business leaders struggle with complicated financial lives. I optimize your financial world so you can maximize your wealth. Learn how at

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