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.
The Netzel News
Monthly economic news and information for current and future retirees
Is a Gradual Retirement Program Right for You?
Not everyone retires the same way – or at the same pace.
Could Social Security Really Go Away?
That may be unlikely, but the program does face financial challenges.
The Importance of TOD & JTWROS Designations
A convenient move that could ward off probate on your accounts.
Tax Moves to Consider in Summer
Now is a good time to think about a few financial matters.
Learn About Sequence Risk in Retirement
Watch the short video below about sequence risk, a factor that could present one of the biggest challenges to the sustainability of your retirement income.
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.
Social Security by the Numbers
Facts about the federal Old-Age, Survivors, and Disability Insurance (OASDI) program.
The 5 Phases of the Chapters of Retirement
The five phases of life after 50 & the considerations that accompany them.
The Investment Risk You May Not Know About
What can you do to allay this risk?
Beware of These Midlife Money Errors
If you are between 40 & 60, beware of these financial blunders & assumptions.
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.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help you manage your tax bill.
Building a Bond Ladder
One approach to creating a bond portfolio.
How Women Can Narrow the Retirement Savings Gap
Steps toward saving more & revitalizing your retirement strategy.
A List of IRA Withdrawals That Escape the 10% Penalty
The list of these options has grown.
