Our investment strategies work to help protect assets while generating income during retirement that can’t be outlived.
Your Life's Work. Our Specialty.
You’ve worked hard. We’d like to help you get the most out of your retirement paycheck. Contact Netzel Financial today to discuss your financial future.
Our Services
At Netzel Financial, we promise to always put YOU, the client, first.
Investment Planning Services
We utilize the endowment model of investing to help build wealth and minimize market exposure.
Retirement Income Strategies
We offer access to alternative asset products that help generate income in retirement while protecting assets.
Legacy and Estate Planning
We work in concert with attorneys or tax professionals to advise on specific aspects of your financial plan.
Why Choose Netzel?
At Netzel Financial, we are proud of our distinction as a Registered Fiduciary and take seriously our commitment to act in the best interest of our clients, even if it means going against our bottom line. Watch the video below to learn more about why you should choose a fee-only, fiduciary advisor.
Visit Our Learning Hub
An investment in knowledge pays the best interest.
The SECURE Act
Long-established retirement account rules change.
Systematic Withdrawal Strategies
Should you arrange automatic distributions from your retirement or investment accounts?
Economic Update for December
The Dow Jones Industrial Average reached another milestone in November, topping 28,000. It settled at 28,051.41 on November 29; on the same day, the Nasdaq Composite closed at 8,665.47, and the S&P 500, at 3,140.98.
Retiring Single
You will want to replace your income; you will also want to stay socially engaged.
Rebalancing Your Portfolio
Should investors make regular adjustments?
Understanding the Alternate Valuation Date
Is it appropriate for your estate?
A Retirement Fact Sheet
This retirement fact sheet offers some specifics about the “second act.”
Eight Mistakes That Can Upend Your Retirement
Avoid these situations, if you can.
Should You Own Step-Up CDs?
They allow you to take advantage of rising interest rates.
Take Steps Toward Reducing the Risk of Outliving Your Money
What steps might help you sustain and grow your retirement savings?
Let’s Examine the Top 5 Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy.
Pension Plans & De-Risking: What You Need to Know
Corporations are transferring pension liabilities to third parties. Where does this leave retirees?
The Case for Investing in Agreement with Your Beliefs
Align your portfolio with your outlook & worldview.
