At NetVEST Financial, LLC, WE SPECIALIZE IN SOMETHING VERY NEAR AND DEAR TO OUR HEARTS THAT MANY FINANCIAL FIRMS DON’T– estate planning.
We plan, structurally, how your world is going to end up. The question we’re typically asked first is, “Well, you’re not attorneys ……. How can you do trust and estate planning?”
The answer is simple. Estate planning is about following the MONEY…
Who understands the most about your financial world? The correct answer is (or SHOULD be)—your financial advisor. People may have close relationships with their tax preparers, CPA’s and attorneys, but yet — none of these individuals comprehend your investments like a well-qualified, FINRA – licensed financial professional.Your trust—your estate plan—is the culmination of the assets you’ve likely spent a large portion of your life acquiring….assets you want to protect and perhaps pass on to the individuals or entities that mean the most to you in this world. In our opinion, it’s imperative that the document you put into place be one in which your entire financial world (and everything it comprises—the assets, timeframes, risks, goals, performance, allocation, tax issues, etc.)—is considered.
Designing creative, flexible, user-friendly estate plans and drafting a legal document are two very different things. As veterans in the industry—it’s been our experience that estate planning attorneys are simply not trained to do the structural financial planning of a financial advisor. They are trained to understand law. Two completely different disciplines.
If you understand your assets, if you understand where that entire scope of assets are headed short and long-term, if you understand what the intent of the interest, income and the principal is and where it’s going, and what you want to have happen to it— THEN a solid estate planning foundation can be built.
At NetVEST, Financial, LLC—our advisors are registered financial professionals. We are licensed with FINRA (the Financial Industry Regulatory Authority) and NetVEST is also a Registered Investment Advisor with LPL Financial. Our advisors and staff are not attorneys, but we do work with a select group of professionals who share our mindset. This way, we have the ability to provide you with not only the necessary legal structure – but most importantly—a well-designed, versatile blueprint tailored to work most efficiently and effectively for you and your family in the years to come.