Our investment strategies work to 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 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
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.