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.
Visit Our Learning Hub
An investment in knowledge pays the best interest.
Is America Prepared to Retire?
A look at some ways to get ready.
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market.
There Are Two Certain Uncertainties in Retirement
Two financial unknowns may erode our degree of confidence.
The A, B, C & D of Medicare
Breaking down the basics & what each part covers.
Your 2019 Financial To-Do List
Things you can do for your future as the year unfolds.
An Executor Checklist
The steps you may need to take to fulfill a major responsibility.
Ways the Middle Class Can Make a Difference for Charity
You don’t need to be wealthy to make an impact and get a win-win.
Your Financial Co-Pilot
If anything happens to you, your family has someone to consult.
Do You Find Yourself Rethinking Tax Considerations When Planning to Retire?
Are you rethinking tax considerations when planning to retire? Are you aware of the major tax breaks?
Wealth Management: Staying out of debt once you get into debt.
As you reduce your liabilities, embrace the behaviors that may improve your balance sheet.
Tax Changes That May Be Overlooked
Some alterations to the Internal Revenue Code were less publicized than others.
When a Windfall Comes Your Way
What do you do with big money?