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.
Your opinion matters!
Please click 'Begin' to take our quick client survey.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial advisor about changes in your situation.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Tips to avoid checking in luggage on your next vacation.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
What kind of auto insurance should you have? Do you know?
This questionnaire will help determine your tolerance for investment risk.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how much you have the potential to earn during your working years.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how much income may be needed at retirement to maintain your standard of living.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Women must be ready to spend, on average, more years in retirement than men.
Why are 401(k) plans, annuities, and IRAs so popular?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Even low inflation rates can pose a threat to investment returns.
Smart investors take the time to separate emotion from fact.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?