Netzel Financial

Netzel Financial is a full-service financial advisory firm, specializing in retirement income, 401(k) rollovers, and tax-reduction strategies for retirees and pre-retirees. With over 23 years' experience in the financial industry, our founder, Steven "Steve" Netzel, has been committed to helping our clients achieve financial independence, through comprehensive and customized plans aimed at growing and preserving their hard-earned assets. Our mission: * to help our clients build, protect and preserve their assets * to take the mystery out of investing, while we help you prepare for your retirement, manage your risk, and preserve your wealth; based on our true asset class diversification philosophy and integrity-based relationships, our ultimate desire is to help guide our clients to a more predictable financial future * to help individuals in or near retirement grow, protect and preserve their assets, for themselves and future generations Our services: We strive to help our clients achieve their financial goals, while reducing and/or eliminating risk, understanding alternatives that may be available to them, and minimizing costs in making your financial goals a reality. Our services include: *Retirement planning *Pre-retirement planning *Estate planning *Portfolio review *Long-term care analysis *Required minimum distribution strategy *Roth IRA conversion strategy *Income planning *Tax reduction planning *Social security tax analysis *Life insurance analysis