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Tim McNeely is CEO of LifeStone Wealth Management and works with a limited number of entrepreneurs and entrepreneurial dentists for whom he can have a major impact. Using a consultative wealth management approach, he helps successfully business owners make smart decisions about their money by addressing their five biggest concerns: preserving their wealth, tax mitigation, taking care of their heirs, ensuring their assets are not unjustly taken, and charitable gifting.
Successful individuals and families work with Tim to:
– Develop and implement a comprehensive wealth management plan to help them reach their financial dreams.
– Make smarter decisions in today’s uncertain political, economic and social environment.
– Obtain an independent second opinion from a top financial advisor in their community.
However, what matters most is Tim meeting his wife, Dana Yeoman D.D.S. In the process of joining lives together Tim saw that he could have big impact on Dana’s business. Seeing his wife’s frustration with the complexity of running a dental practice he set out to make things simple. Since meeting his Dana, Tim has help hundreds of busy dentists and entrepreneurs make informed decisions about their money so they can spend more time focusing on what they love to do and less time worrying about their business.
Tim and Dana enjoy California’s wine country, savoring a good single malt, raising standard poodles, and supporting world missions.
Timothy McNeely, CFP®, CIMA®