Services

Investment Advisory Services

Investment Advisory Services

When you’re planning for a sound, financially-secure future, there are numerous considerations. That’s where Plan4Retire, LLC. can help. We provide investment advisory services customized for each client that attempts to reflect their goals and objectives.

Enlisting the help of a financial advisor can help you find the best investments for your financial goals. We help you understand market conditions as well as keep you informed of available investment options.

We utilize a five-step process to help you develop your investment strategy: Information Gathering, Research and Plan Design, Plan Presentation, Plan Implementation, and Plan Maintenance. From this process, we are able put together ideas that may help you on your quest to realizing your specific financial goals. See the About Us page for detailed information about our 5-step process.

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Life and Health licensed in Arizona, Florida, Georgia, Kentucky, North Carolina, Ohio, Texas and Virginia . Securities licensed in Arizona, Florida, Georgia, Illinois, Kentucky, North Carolina, Ohio, South Carolina, Texas, and Virginia. Investment Advisory Registered in Arizona, Kentucky, Illinois, North Carolina, Ohio, Texas and Virginia.

Securities and Advisory services offered through Thurston Springer Miller Herd & Titak, Inc., (Thurston Springer) a registered Broker-Dealer (Member FINRA & SIPC) and SEC Registered Investment Adviser firm. Corporate Headquarters: 9000 Keystone Crossing, Suite 740, Indianapolis, IN 46240 [toll free] 1.800.433.8049.

Roy Neal is doing business as Plan4Retire, LLC. Roy Neal is not independent. Plan4Retire, LLC is independent of Thurston Springer.