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 to build your nest egg. We’d like to help you invest strategically to get the most out of your retirement paycheck.
Learn About Our Services
At Netzel Financial, we uphold the fiduciary standard to always act in clients' best interests.
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
You don’t need to be wealthy to make an impact and get a win-win.
As you reduce your liabilities, embrace the behaviors that may improve your balance sheet.