Welcome to Neville Financial
Welcome, I’m Marc Neville, a financial consultant in Livonia, MI. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing for retirement, college savings or estate planning, our personalized service focuses your needs, wants, and financial goals and objectives.
I have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (734) 432-2020.
Helpful Content
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Saving Early & Letting Time Work For You
The earlier you start pursuing financial goals, the better your outcome may be.
Retirement Seen Through Your Eyes
What's your vision of retirement?
Personal Finance Calendar
Use this handy calendar to remember the year’s most important financial dates.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Retirement Plan Choices for Small Businesses
Retirement choices can be intimidating. Picking the right strategy.
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
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What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
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Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
Retirement Plan Detectives
A couple become Retirement Plan Detectives, searching records from old employers.
Rightsizing for Retirement
What does your home really cost?
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.