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.
Visit Our Learning Hub
An investment in knowledge pays the best interest.
– Benjamin Franklin
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.