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Who is NetVEST? Arizona Midday – What We Offer Estate Planning vs. Financial Planning Focused On the Net Result

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.

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Helpful Content

Death is No Excuse

Death is No Excuse

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16 Wall Street Cliches in 60 Seconds

16 Wall Street Cliches in 60 Seconds

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Value vs. Growth Investing

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Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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There are a number of ways to withdraw money from a qualified retirement plan.

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Learn more about taxes, tax-favored investing, and tax strategies.

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A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

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Surprises

Making the most of surprises is a great reason to work with us.

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Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

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