Welcome!
Netvescoprovides trusted, goals-basedfinancial adviceto individuals, families, & businesses
Netvesco specializes in financial planning
Financial Planning
Netvesco LLC ("Netvesco") practices comprehensive financial planning. Thus, we analyze your financial situation and design a strategy based on your goals.
Portfolio Management
Netvesco offers customized portfolio management. As such, we base your portfolio on client-specific financial goals and personalized risk-tolerance profiles.
Investor Education
We are an investor education provider. Specifically, Netvesco delivers live and on-demand financial content. In addition, we offer customized courses and presentations.
Envision Your Dream
Netvesco believes in the power of dreams. Therefore, rather than adhere to external opinions and expectations, we champion the pursuit of inner vision and purpose. Moreover, this philosophy applies equally to life goals and economic aims.
Thus, we begin each relationship with an exploration of your personal objectives. So, with a series of questionnaires and interviews, we strive to learn as much about you as possible. As a result, we can better focus on your wants and needs.
Develop Your Plan
As French author Antoine de Saint-Exupéry once wrote:
A goal without a plan is just a wish.1de Saint-Exupery, A. (2018). The Little Prince (I. Testot-Ferry, Trans.). Wordsworth Editions.
In other words, without actionable steps, an aspiration is mere reverie. Accordingly, goals need plans to produce tangible results.
Netvesco works with investors to turn dreams into reality. Thus, we listen to your intentions. Then, we design pragmatic financial plans based on your objectives.
Achieve Your Goals
What you can dream and plan, you can achieve. Thereupon, Netvesco works with you to define your objectives, develop your course of action, and put your strategy into effect. Then, we continually monitor your approach. Finally, we update the plan to reflect your new reality.
Are you saving for your children’s education, a new home, a secure retirement? Netvesco can assist you in meeting your financial targets. Hence, we can help you achieve your goals.
Get to Know Netvesco
Netvesco LLC is a fiduciary financial planner. As such, we help individuals, families, and businesses to plan and achieve their financial goals. Thus, ingrained within our company culture is a mission to foster clients’ dreams. Therefore, we work diligently with investors to help them attain home ownership, fund educational expenses, and save for retirement.
25yrs
Experience
1,500
Completed Plans
97%
Satisfaction
8,000
Cups of Coffee
Netvesco Is Virtual
Netvesco is physically located in Southern California. However, we work virtually. Therefore, we serve clients throughout the United States.
By hosting virtual meetings, Netvesco reduces time, money, and carbon emissions. Also, to safeguard communications, we engage with clients in secure, online environments. For increased accessibility, we use third-party vendors like DocuSign (eSignature) and Box.com (file sharing). At the end of the day, our goal is to make planning as convenient as possible.
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Netvesco Is Fee-Only
Netvesco offers affordable financial planning solutions to individuals, families, businesses, and institutions. Also, we follow the fiduciary standard. Therefore, we are legally bound to work in our clients’ best interests.
As a fiduciary, Netvesco features fee-only pricing. Thus, we do not receive commissions from the products we recommend. Consequently, we are free to develop plans that suit our clients’ best interests.
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Netvesco follows a seven-step financial planning process
1. Understand the clients’ financial circumstances
2. Identify and select their goals and expectations
3. Analyze current and potential courses of action
4. Develop the financial planning recommendations
5. Present the financial planning recommendations
6. Implement the financial planning recommendations
7. Monitor progress and update as needed
