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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. 


Please Note:

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.

Thank you.


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The Real Cost of a Vacation Home

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Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

 

What If You Get Audited?

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Insurance Needs Assessment: When You're Newly Married

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The Ivory Tower Changes Wall Street

Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.

Password Protection Strategies

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A collection of tips from professional travelers.

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My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

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Use this calculator to estimate your income tax liability along with average and marginal tax rates.

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With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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This calculator can help you estimate how much you should be saving for college.

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Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Retirement Plan Distributions

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

Long-Term-Care Protection Strategies

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

Principles of Preserving Wealth

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Keys to Investing for Retirement

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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.

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Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

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.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

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2018 could be shaping up to be an interesting year.

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