Darrell L McNeal, CLF, LLIF, FSCP, LUTCF, MBA, MS
Financial Services Professional
Financial Services Professional
About
Focus: Insurance Strategies, Retirement Income Strategies, Estate Conservation Strategies, Financial Education, Business Owners, Group Benefits
34 1/2-year veteran of the Insurance industry with Alfa Insurance Companies, formerly retired the SVP of Marketing Georgia & Mississippi Operation and over Field Innovation. Married 36 years to Sherie (Lee) McNeal from Cullman Alabama. I have 4 Children, a daughter Katie and son in law Josh Bagby, son Clint and daughter in law Alexandra, 2 grandchildren Briggs and Sully Bagby. 2 Golden Doodle’s Charlie and Jolene.
MS in Family Financial Counseling University of Alabama, an MBA University of Phoenix, BS in Marketing from University of Alabama Birmingham. Adjunct Professor and Career Coach at Reinhardt University. Community activist serving as a past booster club offices and youth coach/director as well as a varsity baseball coach and interim college softball coach. Board member FCA (Fellowship of Christian Athletes). Currently serving as a board member on the Downtown Development Authority in Ball Ground Georgia, while also serving as the secretary of the Inlet Beach Water System, Inlet Beach Florida. Currently attending Revolution Church Canton Georgia. Lifelong member of Mt. Zion Baptist Church in Canton Georgia. CRN202505-2349591
Languages: English
Career Snapshot
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My Approach
Knowledge is the key to a successful financial future. My background, experience, and commitment to providing you with the resources you need to make financial decisions can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them.
This helps me recommend products and strategies designed to meet your current needs, and more importantly, your future needs.
My goal is to provide holistic, comprehensive financial services to individuals and businesses. I can help you make good financial decisions seeking to help avoid potential issues by providing you with superior client service focused on tailored, objective financial strategies, to help you reach your goals.
Our Six
Step Process
Six clear steps. One powerful strategy for your financial future.
Identify
your unique situation
and goal.
Gather Information
to prepare your strategy.
Managed
Analyze
your current portfolio to identify any gaps that may exist.
Present Strategy
review your goals and discuss recommended strateties
Review
strategies in place so you can make informed decisions & meet goals
Impliment
strategies to help you achieve financial freedom.
Solutions That Have Impact
Achieving your financial goals takes patience to create the kind of possibilities that money can buy. Whether you’re saving for a home, a college education, a dream project, or preparing for retirement, having a trusted financial professional can support and guide you to make solid decisions that can turn life goals into reality.
Personal Solution
Protection
- Life Insurance
- Disability
- Income Insurance
- Long Term Care
- Medical | Health | Dental
Retirement
Services
- 401(k)
- 403(b)
- 457(b)
- IRAs
- Roth IRA
- Defined Benefit Plans
Investment Products Services
- Annuities (Fixed & Variable)
- Brokerage
Investments
Estate Planning
- Tax Efficiency Strategies
- Charitable Giving
Business Solutions
Smart solutions for succession, compensation, and employee benefits. Helping businesses protect what they’ve built and plan what’s next.
Succession
- Buy-sell protection
- Key person coverage
- Buy-out funding
Qualified Plans
- 401(k)
- Simple/SEP IRAs
- Defined Benefit Plans
Non-Qualified
Plans
- Executive Bonus
- Deferred Compensation
- Split Dollar
Group Benefits
- Health Savings Account
- Dental Insurance
- Vision Insurance
- Life Insurance
- Long Term Care
- Disability Insurance
Disclosure:
Ca insurance license #xxxxx | state of domicile: xx
Ar insurance license #xxxxx | state of domicile: xx
I am licensed to sell insurance in: list states
*Not all representatives can offer all services listed. Please consult our office for full details. Health & dental insurance offered by unaffiliated insurers.local firms are sales offices of massachusetts mutual life insurance company (massmutual), springfield, ma 01111-0001, and are not subsidiaries of massmutual or its affiliated companies.crn202408-949479
