| Advisor Profile |
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| Name: |
Timothy J. McNeely, CFP®, CIMA® |
| Phone Number: |
(818) 935-5636 |
| Website: |
Visit Website
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| Disclaimer |
| This listing is intended for informational purposes only and does
not constitute an offer to sell or an offer to buy any security.
This site is published in the
United States for U.S. residents only. Citigroup, Inc., its affiliates,
and its employees are not in the business of providing tax or
legal advice. These materials
and any tax-related statements are not intended or written to be
used, and cannot be used or relied upon, by any such taxpayer
for the purpose of avoiding
tax penalties. Tax-related statements, if any, may have been
written in connection with the "promotion or marketing" of the
transaction(s) or matters(s)
addressed by these materials, to the extent allowed by
applicable law. Any such taxpayer should seek advice based on
the taxpayer's particular
circumstances from an independent tax advisor. This
information, products and services described here are intended
only for individuals residing in states
where this Financial Advisor is properly registered as described
in this site. Certified Financial Planner Board of Standards Inc.
owns the certification marks
CFP®, CERTIFIED FINANCIAL PLANNER? and CFP (with flame
logo)® in the U.S., which it awards to individuals who
successfully complete CFP Board's initial
and ongoing certification requirements. Investment Management
Consultants Association, Inc. owns the marks CIMA®, Certified
Investment Management
Analyst (with graph element)®, and Certified Investment
Management Analyst. |
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| To contact this advisor or to receive more information, please call the phone number or visit the website listed above. |
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| Prepared By: |
Timothy J. McNeely, CFP®, CIMA® |
Frequently Asked Questions |
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| Q. |
What are your qualifications? What is your education background? |
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Many people think that all financial planners are "certified," but this isn’t true. Anyone can call himself or herself a "financial planner." Only those who have fulfilled the certification and renewal requirements of CFP Board can display the CFP® certification marks. I am a CERTIFIED FINANCIAL PLANNER™ practitioner and also a Certified Investment Management Analyst®.
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| Q. |
What is your approach to financial planning? |
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I utilize a four-step investment process, which is designed to help investors achieve their investment objectives, attain portfolio diversification and reduce risks over time.
Those four steps are
Step 1: Setting Your Financial Objectives
Step 2: Creating Your Plan
Step 3: Implementing Your Plan
Step 4: Monitoring Your Performance
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| Q. |
What services do you offer? |
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The McNeely Group at Smith Barney focuses on the following services:
Asset Management
Financial Planning
Retirement Planning
Wealth Management
Exchange Traded Funds
401k Rollovers |
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| Q. |
How are you compensated? How will I pay for your services? |
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I am a fee based planner. There is no charge for any planning work that I provide. In fact, I provide all my planning before starting a relationship with you. My only source of compensation is a fee based on the size of the account you have with me. |
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| Q. |
What services do you provide? What are your specialties? |
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The McNeely Group at Smith Barney focuses on the following services:
Asset Management
Financial Planning
Retirement Planning
Wealth Management
Exchange Traded Funds
401k Rollovers |
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| Q. |
What is your experience? How many clients do you currently manage? |
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Many people think that all financial planners are "certified," but this isn’t true. Anyone can call himself or herself a "financial planner." Only those who have fulfilled the certification and renewal requirements of CFP Board can display the CFP® certification marks. I am a CERTIFIED FINANCIAL PLANNER™ practitioner and also a Certified Investment Management Analyst®.
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| Q. |
How do you charge for your services? |
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I am a fee based planner. There is no charge for any planning work that I provide. In fact, I provide all my planning before starting a relationship with you. My only source of compensation is a fee based on the size of the account you have with me. |
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| Q. |
Do you provide a free initial consultation? |
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Yes. There is no charge for an initial meeting and I offer a free financial plan to all perspective clients. |
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| Q. |
What are your qualifications? |
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Many people think that all financial planners are "certified," but this isn’t true. Anyone can call himself or herself a "financial planner." Only those who have fulfilled the certification and renewal requirements of CFP Board can display the CFP® certification marks. I am a CERTIFIED FINANCIAL PLANNER™ practitioner and also a Certified Investment Management Analyst®.
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| Q. |
What are your fees for this service? |
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I am a fee based planner. There is no charge for any planning work that I provide. In fact, I provide all my planning before starting a relationship with you. My only source of compensation is a fee based on the size of the account you have with me. |
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| Q. |
Do you provide a free initial consultation? |
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Yes. There is no charge for an initial meeting and I offer a free financial plan to all perspective clients. |
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