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.Contact Us
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Technology tips to make your next trip even better.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator can help you estimate how much you should be saving for college.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
You’ve made investments your whole life. Work with us to help make the most of them.
It’s never a bad time to speak with your financial professional about changes in your situation.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Learn how to harness the power of compound interest for your investments.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Do you have causes that you want to support with donations?