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
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Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
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Use this calculator to estimate your capital gains tax.
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Estimate how much of your Social Security benefit may be considered taxable.
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Enter various payment options and determine how long it may take to pay off a credit card.
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This calculator can help determine whether it makes sense to refinance your mortgage.
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Estimate how much income may be needed at retirement to maintain your standard of living.
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Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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How federal estate taxes work, plus estate management documents and tactics.
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Using smart management to get more of what you want and free up assets to invest.
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Check out this video to begin separating fact from fiction.