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Our Services

At Netzel Financial, we take a 360-degree look at your financial picture, including how your retirement assets are integrated and build a portfolio that meets your lifestyle goals. We can work in concert with attorneys or tax professionals in your or our network to advise you on specific aspects of your financial plan.

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Rising taxes may be a concern for many individuals approaching retirement. »» more

Without a properly structured estate plan, there may be unintended consequences for your loved ones. »» more

As the oldest baby boomers begin to wind through their 60s, one of the biggest concerns may not be outliving income but outliving good health. »» more

A trust can be a very flexible and advantageous means to transfer assets for the future. »» more

Today, the majority of the burden for retirement income seems to have shifted to the individual. »» more

IRA accounts have become one of the largest types of assets inherited by beneficiaries. »» more

Rolling over from one qualified plan to another allows your money to continue growing (tax-deferred) until you receive distributions in retirement. »» more

Creating a charitable gift-giving plan may provide you with multiple tax breaks. »» more

Retirement income strategies are not just for the wealthy. »» more

Twenty-first century asset protection calls for more than just strategic asset allocation. »» more

You may be able to use time to your advantage when investing for wealth accumulation. »» more

Diversification is one of the most basic and effective ways to minimize risk. »» more

VISIT SERVICES

Why choose Netzel?

When I founded Netzel Financial in 2004, my goal was to provide investment options for those looking for a steady income in retirement without facing a great risk of financial loss. Along the way, I 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.”

Steve Netzel
Independent Financial Advisor

Independent Financial Advisor

Testimonials

“My wife and I have been clients of Netzel Financial for over 6 years. We appreciate the attention to the portfolio that Steve has developed for us after numerous consultations at the beginning, that has proven to meet all of our retirement objectives over time. He is proactive in his approach to managing finances and keeps his clients informed thru training sessions on a monthly basis and one on one portfolio reviews twice a year. One would be hard pressed to find a financial advisor with his level of customer contact. We are well satisfied.”

“Steve Netzel and his employees are always ready to help if I need assistance. I have complete trust in Steve to handle my investments and very pleased with the results I’m getting. I have been a client for five years now.”

“Netzel Financial gives my wife and I a sense of security that we’ve found nowhere else! Their staff is both professional and courteous! We are pleased to be associated with their excellence.”

“We are so happy with the service we have received from Netzel Financial. The information classes are very helpful and we have told several of our friends and family about Netzel Financial and they are very happy also.”

Who We Are

We support clients at or near retirement and in the distribution phase of life. We provide access to alternative asset products that increase income, minimize market exposure and diversify the investment portfolio.

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Steve Netzel is a registered representative offering securities through Kalos Capital, Inc., member FINRA/SIPC at 11525 Park Woods Circle, Alpharetta, Georgia 30005, (678) 356-1100. Securities offered through representatives of Kalos Capital, Inc., member FINRA/SIPC. Investment advisory services provided through Val Vista Capital Management, LLC, a registered investment adviser and wholly owned subsidiary of Netzel Financial (a dba of Affordable Supplemental, Inc.). Steven M. Netzel is licensed to solicit and sell securities and advisory services in multiple states. Netzel Financial and Val Vista Capital Management are not affiliated with Kalos Capital, Inc. Netzel Financial, Kalos Capital, Inc. and Val Vista Capital Management, LLC does not provide tax or legal advice. Please consult with your tax and/or legal advisor for such guidance.

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