Welcome to Finley and Neal Financial Services, PLLC
Finley and Neal is a tax, accounting and financial services firm located in the Heart of Angleton. The principals of the firm (Barry L. Finley and Amanda G. Neal) are both CPAs and Certified Financial PlannersTM, and started their practice in 1990.
Our clients encompass a broad spectrum of businesses, owners of businesses, young people beginning their careers, retirees and people approaching retirement. We offer a range of services designed to accompany our clients on their financial journey through life’s milestones.
Our office is located in the Prosperity Bank Building at the corner of Hwy 288 and Hwy 35 in the Heart of Angleton.
Monday January 14, 2019 Finley & Neal will be closed for an off-site meeting.
We will resume normal business hours Tuesday January 15th at 8:00 a.m.
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Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Gaining a better understanding of municipal bonds makes more sense than ever.
Six overlooked tax deductions to help manage your tax bill.
Tips on insuring your teen driver.
The federal government requires deceased individuals to file a final income tax return.
Can you keep up with your children’s mobile slang?
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator demonstrates the power of compound interest.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator can help determine whether it makes sense to refinance your mortgage.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
What is your plan for health care during retirement?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.