Our Team

Plan4Retire, LLC. was founded on the principle that education and understanding of your current financial situation is vital to successfully making prudent decisions about your future. From estate planning to life insurance to business planning to college savings plans, Plan4Retire, LLC. will assist in developing a customized financial strategy for you.

Founder and President Roy Neal has more than 29 years in the financial services industry. Our staff consists of experienced professionals with a “hands-on” approach to financial guidance. We genuinely care about each one of our clients and do everything in our power to advise our clients accordingly.

Roy Neal

Roy Neal

Roy Neal, an Investment Advisory Representative, has been serving individuals with their financial planning for 29 years. According to Neal, the success of your financial future becomes an educational experience. He believes in treating your financial security as if it were his own -- constantly reviewing your portfolio and attempting to find the best solutions. He studies the market and communicates opportunities that he may see to clients in a timely manner

Email    rneal@plan4retire.com

  • Asset Management
  • Fee-Based Management
  • Income Tax Management & Capital Gaines
  • Retirement Planning
  • Estate Planning
  • Insurance

Securities and Investment Advisory Services offered through Thurston Springer Financial, a registered Broker-Dealer (Member FINRA & SIPC) and SEC Registered Investment Adviser Firm. Insurance products may also be offered through Thurston Springer. Roy Neal is not independent of Thurston Springer and Plan 4 Retire LLC is independent of Thurston Springer.

Plan 4 Retire

Carolyn Caddell, Registered Assistant

Phone: 910.295.7088
Email    ccaddell@plan4retire.com

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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.