Our investment strategies work to help protect assets while generating income during retirement that can’t be outlived.
Your Life's Work. Our Specialty.
You’ve worked hard. We’d like to help you get the most out of your retirement paycheck.
At Netzel Financial, we promise to always put YOU, the client, first.
Investment Planning Services
We utilize the endowment model of investing to help build wealth and minimize market exposure.
Retirement Income Strategies
We offer access to alternative asset products that help 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?
At Netzel Financial, we are proud of our distinction as a Registered Fiduciary and take seriously our commitment to act in the best interest of our clients, even if it means going against our bottom line. Watch the video below to learn more about why you should choose a fee-only, fiduciary advisor.
Planning for retirement doesn't have to be prickly.
We make it painless.
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What steps might help you sustain and grow your retirement savings?
Affluent investors face unique challenges when putting together an investment strategy.
Align your portfolio with your outlook & worldview.