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
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
The Average American Budget
Learn about the average American budget in this fun and interactive piece.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
These food myths will really put a drain on your wallet.
Earnings season can move markets. What is it and why is it important?
What can be learned from the savings rate?
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Determine your potential long-term care needs and how long your current assets might last.
This calculator can help determine whether it makes sense to refinance your mortgage.
Enter various payment options and determine how long it may take to pay off a credit card.
Assess how many days you'll work to pay your federal tax liability.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
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.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?