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
Offering advice since: 1968
Areas of focus:
- 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
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?
Further information about 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
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Address for Sheldon M. Neider:
6001 Savoy Drive
Houston, TX, 77036
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