Our Vision

When you partner with us, you will receive thoughtful advice based on your individual and family goals and values – delivered with unparalleled service from a professional who is specifically experienced in addressing the needs of the college community. Financial professional Neal Stokey is well versed in a variety of services you can use, and he can offer solutions designed to help you meet your needs.We are dedicated to adding value for our clients.

We have designed our practice to do the following:

Supply Vision - We help you clarify and understand your values using a variety of qualitative tools.

Share Commitment - We will discuss and design tasks and responsibilities for you and for us. Integrity, reliability, and trust are among our core values.

Provide Leadership & Support - When there are challenges that need to be met, we will be your coach to encourage you along your planning journey.

Put Wisdom to Work - As a practicing attorney with over ten years experience and a Certified Estate Planning Professional (CEPP), and experience as a financial professional since 1986, a great deal of knowledge has been acquired. Wisdom is the intelligent application of that knowledge.

Solve Human Problems - Lawyers often get a bad name in our complex society. However, good law schools teach good critical thinking skills. Whether practicing law or delivering advice, the process is the same: we practice excellent listening skills, communicate well, and offer appropriate and reasonable solutions.