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.
Should You Leave Your IRA to a Child?
What you should know about naming a minor as an IRA beneficiary.
Who is Your Trusted Contact?
This vital investment account question should be answered sooner rather than later.
Including Digital Assets in Your Estate Plan
What should you know? What should your executor know?
Beware of the Lifestyle Creep
Sometimes more money can mean more problems.
The Backdoor Roth IRA
A move that high earners can make in pursuit of tax-free retirement income.
The Importance of Adjusting Your Portfolio as You Age
As you approach retirement, it may be time to pay more attention to investment risk.
The Risks of Putting Too Much Money Into an Annuity
These private income contracts do have potential flaws.
Are Your Beneficiary Designations Up to Date?
Who should inherit your IRA or 401(k)? See that they do.
Here are 5 Underappreciated Options for Building Retirement Savings
More people ought to know about them.
The Retirement Mindgame
Your outlook may influence your financial outcome.