Independent Thought, Integrated Strategies
NetVEST Financial LLC is an independent, holistically-minded wealth and estate management firm based in Scottsdale, AZ. For over 20 years, we have been working with individuals, families and businesses to create and manage portfolios designed to optimize the probability of success. Our goal is to provide education, clarity, and outside-the-box thinking while delivering noteworthy, measurable progress toward every client’s financial objectives. NetVEST’s “Triune Process” consists of uniting 3 crucial aspects of a client’s financial world:
- Investment Management,
- Estate and Trust Planning / Document Design, &
- Tax Strategies / Planning
We use this process to simplify the moving parts in our client’s financial world and provide the structure that aims to increase a family’s enjoyment of their wealth now and in the future. Our mission at NetVEST is simple and straight-forward: to protect and maximize financial goals, provide the utmost in personalized service, and to treat client’s assets and estate with the same care as if they were our own.Contact Us
How Stocks Work
Understanding how a stock works is key to understanding your investments.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
There are common mistakes you can avoid when saving for retirement.
A change in your mindset during retirement may drive changes to your portfolio.
Here’s a guide to explain all the parts of Medicare.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Assess whether you are running “in the black” or “in the red” each month.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Are you ready for retirement? Here are five words you should consider.
Learn how to harness the power of compound interest for your investments.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Women must be ready to spend, on average, more years in retirement than men.