General Info

True Living Financial is a Registered Investment Adviser. We provide and implement financial strategies for all stages of life to individuals and corporations. Adam McNeill, AAMS, a fee-only financial planner, has extensive depth and breadth of knowledge and experience when it comes to adapting the right financial and investment programs to achieve your goals. Our services include: Families and individuals: Financial planning, wealth management, inter-generational wealth and estate planning, retirement planning, stock investment strategies and more. Businesses: Workplace Financial Advisory Program, retirement program strategies, incentive plans and more. Executives: CFO Program, issue scanning, cash flow strategies, oversight of financial assets. The firm specializes in business financial planning for small to mid sized companies by using the unique tax structure of the closely and privately held business to help owners and executives protect and grow their financial assets.