Independent Thought, Integrated Strategies
NetVEST Financial LLC is an independent, holistically-minded wealth and estate management firm based in Scottsdale, AZ. For over 25 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
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Prescription Drug Benefits Under Medicare (Part D)
Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Learn about all the parts of Medicare with this informative and enjoyable article.
This article may help you maximize the benefits of your donation for your chosen charity.
The federal government requires deceased individuals to file a final income tax return.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Here's a breakdown of how the federal government spends your tax money.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Determine your potential long-term care needs and how long your current assets might last.
Assess how many days you'll work to pay your federal tax liability.
Estate conservation is too important to put off. Do you have a smart exit strategy?
When you retire, how will you treat your next chapter?
When do you need a will? The answer is easy: Right Now.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.