D Scott Neal

read moreHelping you make better decisions is our passion. We can serve clients throughout the United States, simplifying your life with leading technology backed by compassion. Our passion is backed by the belief that everyone is unique, that good choices lead to better outcomes, that every problem has a solution, and that every situation can be improved.

read moreThe D. Scott Neal team works for our clients and no one else. We do not accept fees or commissions from any source other than our clients. We strongly believe that commissions introduce a conflict of interest, which is why our firm is compensated solely by our clients. We structure our annual fees for investment management services so that they don't exceed 1% of the portfolio value. A review of goals, cash management and budgeting, tax planning, investment review and planning, estate planning, insurance needs analysis, retirement planning, and education funding planning.

read moreCreated by Scott Neal in 1995, D. Scott Neal, Inc. is a respected, long-standing financial planning firm with offices in Lexington and Louisville, Ky. Scott and Vice-President Jerry Zimmerer lead this experienced team to focus on putting the clients' best interests first. More than three decades of financial expertise are shared by D. Scott Neal's partners. This team has been through the good times, up-and-down times and the challenging times of the financial roller coaster. The team's passion is enhanced by sensitivity to the unique needs of each person.