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Who Needs a Financial Advisor? John Cartolano Interview ~ AZ Midday NetVEST Financial LLC NetVEST Financial LLC-- What We Do

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.

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Helpful Content

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A quick look at how federal income taxes work.

Global vs. International: What’s The Difference?

Global vs. International: What’s The Difference?

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Variable Universal Life Insurance

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Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

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Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Saving for College

This calculator can help you estimate how much you should be saving for college.

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This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

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There are some smart strategies that may help you pursue your investment objectives

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How federal estate taxes work, plus estate management documents and tactics.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

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In life it often happens that the answers to our most pressing questions are right in our own backyards.

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From Boats to Brokers

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