Sheldon M. Neider

Sheldon M. Neider

Neider Financial Consultants, Inc.

This adviser will provide you with a COMPLIMENTARY initial consultation

Minimum client assets required: $250,000

Minimum client income required: $150,000

Title: President

Offering advice since: 1968

Areas of focus:

  • Annuities
  • Business planning
  • Charitable and Planned Giving
  • Elder Issues (long-term care, pre-mortem planning)
  • Educational Planning
  • Estate Planning/Wills
  • Insurance (risk management, disability insurance)
  • Life Planning
  • Medical and Health Issues
  • Portfolio Management
  • Retirement Planning
  • Stocks and Bonds
  • Tax Planning

Further information about Sheldon M. Neider:

Specializing in working with owners of closely held companies as well as Professionals. Income tax reduction planning using tax advantaged methods which could include qualified retirement plans, deferred compensation methods, employee benefits, executive compensation benefits

Compensation and Fee Structures:

Combination of fees and commissions

Licenses, Certifications & Affiliations:

CFP, IAR, The Financial Planning Association, Certified Financial Planner Board of Standards.
FINRA Series 1, 65, 6, 7, 63, 26, 39
Life/health/disability/long term care insurance licenses State of Texas and Louisiana

Education:

Received CFP designation in 1978, Bachelor Of Science 1965 in Finance, CG Estate Planning, numerous certificates in estate planning, qualified retirement plans, business succession planning

Will provide references upon request?

Yes


Further information about Neider Financial Consultants, Inc.:

Neider Financial Consultants, Inc.

(Size of firm: 0-9 advisors)

Three employees with 35 affiliated consultants as CPAs, Attorneys and third party administrators.


Contact Information for Sheldon M. Neider

Phone: 713.789.3344
Please support us by letting this adviser know you found them through Boomerater

Fax: 713.789.7727

Address for Sheldon M. Neider:
6001 Savoy Drive
Suite 112
Houston, TX, 77036

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