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
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Why You Need an Estate Strategy
Do you have an estate strategy? You should.
Insuring Your Business Against Cyber Liability
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
How long does a $20 bill last?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Understanding how a stock works is key to understanding your investments.
Important items to consider when purchasing condo insurance.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
This calculator shows how inflation over the years has impacted purchasing power.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator helps estimate your federal estate tax liability.
There are some key concepts to understand when investing for retirement
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.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
Investors seeking world investments can choose between global and international funds. What's the difference?
A bucket plan can help you be better prepared for a comfortable retirement.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
It's easy to let investments accumulate like old receipts in a junk drawer.
The decision whether to buy or rent a home may have long-term implications.
Do you know these three personal finance sayings?