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.
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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You don’t need to be wealthy to make an impact and get a win-win.
Are you rethinking tax considerations when planning to retire? Are you aware of the major tax breaks?
As you reduce your liabilities, embrace the behaviors that may improve your balance sheet.