Investment Advisory ServicesEstate Planning ServicesRetirement Services

Your Retirement Solution

Retirement & Estate Planning Services, Inc. specializes in working with individuals and businesses toward their quest of getting closer to achieving their financial goals and needs. Founder and President Roy Neal has the experience of over 29 years in the financial services industry.

Building Financial Stability

Preparing for the future. Preparing for the unexpected. What does it take to prepare adequately for your future and to feel financially secure? What are your goals and dreams? It can be overwhelming.

To effectively build your financial stability and future, it takes solid financial planning, sound advice, involvement, and education. Retirement & Estate Planning Services, Inc. works closely with you to help determine your financial goals, to help you on your quest to achieve your dreams, and to help calm your fears about planning for your retirement. We help you understand many of the different aspects of financial planning, life insurance, retirement planning and estate planning.

The column depicted in our logo symbolizes how financial planning can be the foundation of your future. Roy Neal at Retirement & Estate Planning Services, Inc. works for you and with you, helping you to formulate a financial strategy that can hopefully be realistic and comfortable. Contact Retirement & Estate Planning Services, Inc. today to learn how we can offer ideas to help you build the financial plans you deserve. 


Life and Health licensed in California, Colorado, Florida, Georgia, Indiana, Kentucky, North Carolina, Ohio, Pennsylvania, Texas, Virginia and West Virginia.  Securities licensed in California, Florida, Georgia, Illinois, Kentucky, North Carolina, New Jersey, Ohio, Texas, Virginia and West Virginia. Investment Advisory Registered in California, Kentucky, Illinois, North Carolina, Ohio, Texas and Virginia.

Securities and Advisory Services offered through Private Client Services LLC, 2225 Lexington Rd, Louisville, KY  40206 Phone 502-451-0600.  Member FINRA, SIPC
a Registered Investment Adviser.

Private Client Services LLC and Retirement and Estate Planning Services are unaffiliated entities