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. Contact Netzel Financial today to discuss your financial future.

Our Services

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.

Visit Our Learning Hub

An investment in knowledge pays the best interest.

2019 Q1 Economic Update​

In this Q1 recap: the Federal Reserve alters its outlook, the truce in the trade dispute holds, the real estate market strengthens, and stocks make an impressive comeback from Q4, even as growth concerns mount.

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The Netzel News

In this issue: Tax deductions you don’t want to overlook. Fed makes statement on interest rate hikes for 2019. Wall Street awaits a wave of IPO action. More retirees are working after 70. How to adjust to a “surprise” retirement.

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