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.
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Helpful Content
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
The A, B, C, & D of Medicare
Learn about all the parts of Medicare with this informative and enjoyable article.
Year-End Charitable Gifting and You
This article may help you maximize the benefits of your donation for your chosen charity.
Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
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Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
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5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
The Rule of 72
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.