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 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
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Don't let procrastination keep you from pursuing your financial dreams and goals.
Gaining a better understanding of municipal bonds makes more sense than ever.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
As our nation ages, many Americans are turning their attention to caring for aging parents.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how much you have the potential to earn during your working years.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
The decision whether to buy or rent a home may have long-term implications.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
All about how missing the best market days (or the worst!) might affect your portfolio.
There are three things to consider before dipping into retirement savings to pay for college.
Around the country, attitudes about retirement are shifting.