By: Carol Beck-Round | Category: Financial Services | Issue: December 2011
Ryan Neely and the rest of the staff at Neely Insurance and Financial Services always believe in putting the customer, whether an individual or a business, first. From left, seated, are Chrissy Troyer and Karly Elnes. Back row, from left, are Courtney Harrison, Melinda Kennedy, Neely, Jill Nanney and Dana Ingersoll, all licensed insurance agents.
Since Ryan Neely was a child, he’s had an interest in numbers, especially ones involving finances. Because his family has been in the insurance business for over 60 years, Ryan decided financial planning and insurance were “a good fit” for him.
Graduating with a degree in finance from Oklahoma State University, Ryan went to work for a local accounting firm in 2001. In October of 2006, he decided to join forces with the family business – Neely Insurance Agency.
As president of Neely Financial Services, he offers a wide variety of choices for those seeking help with their finances. “We offer retirement and estate planning,” says Ryan. Products also include life insurance, 401k rollovers, group health insurance, mutual funds, fixed and variable annuities, disability income, long-term care insurance and IRAs.
“I can also assist with general financial planning as well as college funding plans,” he adds. Ryan, who is a member of the National Association of Insurance and Financial Advisors, believes in working with an individual or business to find the financial package or insurance plan that best fits their needs. “One size does not fit all,” he says. “Each person and business has different needs that continually change.”
Because clients’ needs change with each season of their lives, Ryan believes in doing a yearly review with each one. “An annual review means looking at their investment and insurance accounts and continuing to monitor their concerns and goals,” he says. “These are important decisions that most people never sit down and address, and we offer a valuable service designed to make sure our customers’ accounts stay current with changing times and needs.”
Mr. Neely wants his clients to feel confident as their situations change. “You need to look at changes in the way you invest. For example, when you get closer to retirement, you don’t need to be as aggressive with your investments. You need to try to avoid risks,” he explains. “Consolidation of accounts is important too; it can be tough for you and your heirs to keep up with multiple accounts with different firms.”
As part of his financial planning, Ryan can also assist his clients with insurance needs. “We offer a variety of life insurance plans and work with approximately 30 different carriers,” he says. “We also are able to work with individuals and small businesses to meet their health insurance needs, because we have access to nearly all major medical insurance providers.”
Ryan is proactive when it comes to his clients. “We will shop around every year to make sure that our clients have the best coverage for the best price,” he says. “We do a good job of looking at our clients’ renewals in advance. Because we are an independent insurance agency, we can offer a lot of different options.”
Options are not a problem when “you are a one-stop shop,” says Ryan, who works with his parents and six other full-time licensed insurance agents. “We offer fast, friendly, efficient service, and when you call our office, you get a human voice.”
Neely Insurance and Financial Services is open from 8:30 a.m. until 5 p.m. Monday through Friday. Although the business is closed from noon until 1 p.m. for lunch, Ryan wants his clients to know that he is always accessible to them. “All they have to do is pick up the phone and call me,” he adds.
“Our objective is to help you, your family and your business prepare for a secure financial future,” says Ryan. “We take the commitments we make to our clients seriously, and we are dedicated to providing you the best products and services possible.”
After 30 years in public school education, Carol Round retired and moved from Grand Lake to Claremore, Oklahoma in 2005, where she writes a weekly faith-based column which runs in 14 Oklahoma newspapers as well as several national and international publications. Three volumes of her columns have been compiled into collections: A Matter of Faith, Faith Matters and by FAITH alone. She has also written Journaling with Jesus: How to Draw Closer to God and a companion workbook, The 40-Day Challenge. This past year she has written three children’s books, a series called Nana’s 3 Jars, to teach children about the value of giving, saving and spending money. All of Carol’s books are available through Amazon. In addition to writing her weekly column, authoring books and speaking to women’s groups, she writes for Value News. She also blogs regularly at www.carolaround.com. When she is not writing or speaking, she loves spending time with her three grandchildren, working in her flowerbeds, shooting photos, volunteering at her church or going on mission trips overseas, and hiking. She is also an avid reader and loves working crosswords and trying to solve Sudoku puzzles.