Our mission is to enable you to make smarter financial decisions so you can achieve peace of mind and pursue your life dreams. Neiman & Associates Financial Services, LLC is a financial planning and investment advisory firm focused on helping you transform complexity into opportunity so you can live a rich, rewarding life.
By engaging us, you will benefit from objective advice without product sales, clear actionable steps to help you move down the path towards your life goals, and financial peace of mind. Our holistic approach to financial planning offers a comprehensive review of your entire financial situation, since each of the components are integrated and depend on each other.
By engaging us, you will benefit from objective advice without product sales, clear actionable steps to help you move down the path towards your life goals, and financial peace of mind. Our holistic approach to financial planning offers a comprehensive review of your entire financial situation, since each of the components are integrated and depend on each other.
Services
Our mission is to enable you to make smarter financial decisions so you can achieve peace of mind and pursue your life dreams. Our philosophy is based on the principles that wealth is more than dollar signs and digits and success is more than just accumulating wealth. The definition of wealth and success is unique to each individual and family and draws upon personal core values.
We achieve this through a process of getting to know you and your unique goals, values, dreams, resources and circumstances. We then design a plan around these factors, help you to implement the plan when necessary, and monitor the ongoing maintenance that may be necessary due to life events or financial changes.
Debra is principal of the firm. She specializes in investment, retirement, and tax planning issues for individuals and families, both traditional and non-traditional. Debra has over twenty-five years of experience in the financial services industry, including serving as a personal financial planning counselor with Tofias, Fleishman, Shapiro & Co. in Cambridge, Massachusetts.
Debra Neiman and Sheryl Garrett have just written a new book Money Without Matrimony: The Unmarried Couple's Guide to Financial Security.
The book, which is published by Dearborn, details the financial planning do's and don'ts for three groups of unmarried couples - young couples who opt not to marry, seniors who choose not to marry due to financial or family reasons, and same-sex couples who cannot legally marry and even those who marry in Massachusetts, but whose marriages are not recognized by the Federal Government.
The book, which is published by Dearborn, details the financial planning do's and don'ts for three groups of unmarried couples - young couples who opt not to marry, seniors who choose not to marry due to financial or family reasons, and same-sex couples who cannot legally marry and even those who marry in Massachusetts, but whose marriages are not recognized by the Federal Government.
A financial plan is a customized blueprint that guides you towards meeting your financial and life goals. Your personal plan starts off with the building blocks - a detailed analysis of your current financial position, including your net worth and cash flow summary - and provides you with the tools necessary to take control of your financial future.
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