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Investment Planning Services
We utilize the endowment model of investing to build wealth and minimize market exposure.
Retirement Income Strategies
We offer access to alternative asset products that generate income in retirement while protecting assets.
Legacy and Estate Planning
We work in concert with attorneys or tax professionals to advise on specific aspects of your financial plan.
Why Choose Netzel?
What Our Clients Say
Planning for retirement doesn't have to be prickly.
We make it painless.
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An investment in knowledge pays the best interest.
– Benjamin Franklin