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We utilize the endowment model of investing to build wealth and minimize market exposure.
We offer access to alternative asset products that generate income while protecting assets.
We work in concert with attorneys or tax professionals to advise on specific aspects of your financial plan.
A message from steve netzel
When I founded Netzel Financial in 2004, my goal was to provide investment options for those seeking income in retirement without facing a great risk of financial loss.
Along the way, I’ve developed a specialized approach that taps into the alternative asset class once considered out of reach for many investors.
I’ve helped hundreds build their portfolios, protect assets, reduce taxes and gain more income over their lifetime. I want to help you build a plan for retirement that will meet your goals for the future.