Don’t let a false sense
of security now hurt
your loved ones later.

LEARN HOW YOU CAN PROTECT THEM

NetVEST Financial, LLC is an independent wealth and estate management firm located in Scottsdale, Arizona who serves the needs of clients in nearly all 50 states. Our philosophy consists of a 360-degree approach to wealth planning– the uniting of investment management, tax planning, and estate management strategies.

YOU’VE SPENT YOUR LIFE BUILDING WEALTH AND DILIGENTLY PLANNING FOR THE SECURITY OF YOUR LOVED ONES AND YOURSELF.

But what happens when you are gone?

Do you know…

How to split a revocable trust when your spouse passes away?

The 3 people who should be involved in your estate plan?

Why you may want to re-think giving assets outright to your children when you pass away?

How to protect your heirs from creditors, divorces, litigation, & claims?

If you answer “No” or “not sure” to any of these questions you can’t afford to miss our next educational event

Put estate planning freedom back where it belongs – in YOUR hands.

Come to our complementary event and enjoy a dinner and a presentation specifically designed to inform you about:

  • reaping the benefits,
  • avoiding the most frequent and costly pitfalls,
  • and debunking the myths surrounding trusts and estate planning.

why giving assets outright is a mistake

why you will go to probate

trust planning...