Ready to Secure your Financial Future?
Take the first step towards a peaceful retirement with our complimentary comprehensive financial plan. Here's what you can expect:
- Quick and easy process (only 5-10 minutes of your time)
- Personalized insights tailored to your unique situation
- Expert guidance to help you achieve your retirement goals
Don't leave your financial future to chance. Start planning for the retirement you deserve today!
By clicking the button, you'll be guided through a simple yet powerful process that will provide valuable insights into your financial future. Our team of experts will then review your plan and offer personalized recommendations to help you retire with confidence.Take control of your financial destiny – it only takes a few minutes to get started!
WHY CHOOSE US?
Striving to Meet Your Investment Needs
With years of experience and a dedication to your financial well-being, our firm aims to craft investment strategies tailored to your individual goals. We are committed to transparency, integrity, and maintaining a strong client focus. Our mission is to provide you with insights and strategies that may help you make informed financial decisions as you work towards building your financial future.
29+
Years Experience
Equities
ETF's
Fixed Income
Digital Assets
The Best Service We Offer
Our services encompass comprehensive financial planning, personalized investment strategies, and ongoing portfolio management.
Financial Planning Services
Our investment advisor starts by conducting a comprehensive financial assessment to understand your goals, risk tolerance, and current financial situation. We then create a personalized financial plan that outlines clear steps to help you achieve your objectives, whether it's retirement planning, saving for education, or wealth accumulation.
Risk Analysis and Mitigation
We conduct in-depth risk assessments to understand your risk appetite and tolerance. Our investment advisor then designs an investment strategy that mitigates risks while aiming for optimal returns. We continually monitor your portfolio to adapt to changing market conditions and keep risks in check.
Market Research and Analysis
Our team conducts thorough market research and analysis, staying up-to-date with economic trends, industry developments, and market conditions. This information informs our investment decisions, helping us identify opportunities and make informed adjustments to your portfolio.
Tax-Efficient Investing
We offer tax-efficient investment strategies to help minimize your tax liability. This includes optimizing investments in tax-advantaged accounts, considering capital gains implications, and implementing strategies to maximize after-tax returns.
Meet Our Expert Advisor
Our advisors stay up-to-date with the latest market trends and economic developments to ensure that your portfolio remains adaptive and responsive to changes. Trust in the expertise and dedication of our team as we partner with you on your journey towards financial prosperity.
FAQS
What is the minimum investment required to work with your advisory firm?
Our minimum household account size is $250,000. This allows us to provide personalized investment management and financial planning services tailored to your needs.
How do you charge for your services, and are there any hidden fees?
Answer: Our fees based on a percentage of assets under management (AUM), and this fee will be clearly outlined in our agreement. There are no hidden fees. We believe in full disclosure, ensuring you know exactly what you're paying for our expert guidance. Our fee structure is designed to align our interests with yours and ensure transparency
How often will I receive updates on my portfolio's performance?
We provide regular performance reports on a schedule that suits your preferences, typically quarterly or semi-annually. Additionally, you can access your portfolio's performance at any time through our secure online portal. We believe in keeping you informed so you can track your progress towards your financial goals with confidence.
What is a Registered Investment Advisor (RIA)?
An RIA is a firm that provides investment advice and manages portfolios for clients, operating under a fiduciary duty to act in their clients' best interests
What services does your RIA firm offer?
Our firm provides financial planning, investment advisory, and wealth management services. We also offer portfolio management, risk assessment, and asset allocation strategies.
What types of clients do you work with?
We work with high-net-worth individuals, families, business owners who are looking for comprehensive financial planning and investment management services.
How do you protect my personal and financial information?
We take your privacy seriously and employ robust security measures to protect your data. We also adhere to strict regulatory requirements regarding client information protection.
Can I see my account information online?
Yes, we provide secure online access to your account information through our client portal, allowing you to view your portfolio and performance at any time.
What makes Net Financial unique?
Our firm stands out due to our specialized investment expertise, personalized approach, and innovative technologies to help us make the best choices for our clients. We are committed to providing tailored solutions to help you achieve your financial goals.
Get In Touch
Digitas Global, LLC dba Net Financial is a registered investment adviser with the Texas State Securities Board. Registration does not imply a certain level of skill or training. A copy of our current Form ADV Part 2A (Firm Brochure) discussing our advisory services, fees, and other important information is available upon request or at the SEC's investment adviser public information website www.adviserinfo.sec.gov. As a registered investment adviser, Digitas Global, LLC dba Net Financial has a fiduciary duty to act in the best interests of our clients at all times. Our fee structure is based on a percentage of assets under management. Detailed fee information is available in our Form ADV Part 2A. Past performance does not guarantee future results. All investments involve risk, including the potential loss of principal.
Digitas Global, LLC dba Net Financial may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. The information provided on this website is for general informational purposes only and should not be construed as personalized investment advice. Consult with a qualified financial advisor before making any investment decisions. Our firm has adopted a Code of Ethics to ensure we uphold our fiduciary duty to our clients. A copy is available upon request. Information about any disciplinary history for our firm can be found at the SEC's investment adviser public information website www.adviserinfo.sec.gov.
Contact Information:
Digitas Global, LLC dba Net Financial
24285 Katy Freeway, Suite 300, Katy, Texas 77494
Email: [email protected]
Phone: (346) 258-6100