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
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Saving for College 101
Here’s a crash course on saving for college.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
It may help your business be better prepared in the event of the death of a principal or key employee.
Apps that help small business owners better manage and grow their business.
Healthy habits are one of the greatest gifts to give your child.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Here's a breakdown of how the federal government spends your tax money.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help you estimate how much you may need to save for retirement.
This calculator demonstrates the power of compound interest.
Estimate your monthly and annual income from various IRA types.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator compares the financial impact of leasing versus buying an automobile.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Agent Jane Bond is on the case, cracking the code on bonds.
What if instead of buying that vacation home, you invested the money?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
A bucket plan can help you be better prepared for a comfortable retirement.
In life it often happens that the answers to our most pressing questions are right in our own backyards.