Retirement
Planning
Retirement planning goes beyond just adding up expenses. We craft personalized strategies rooted in practical solutions that align with your goals, lifestyle, and financial situation.
Net Financial Retirement Planning Services
For some, retirement means adventure—traveling the globe or ticking off bucket list experiences. For others, it’s about slowing down, enjoying family, and having the time to pursue long-awaited passions. Whatever your vision is, Net Financial can help make it a reality.
Retirement Income Planning
We handle the numbers for you.
Annuities
Ensure dependable income that lasts a lifetime.
401(k) plans for businesses
Affordable retirement solutions for your company
Your Plan, Guided By Our Expertise
Retirement planning is about more than just estimating future expenses. It's about building a financial roadmap that adapts to real life.
Many factors affect your financial future, including:
Rising Inflation
Asset Allocation
Social Security Timing
Healthcare and Long-Term Care
Striving to Meet Your Investment Needs
We understand—there’s a lot to consider. That’s why our fiduciary advisors work with you to develop multiple income strategies, not just a single plan. When life changes—and it will—you’ll be prepared with a Plan B, C, and even D. Your future self will thank you.
Why Retirement Planning Matters
•You’ve Earned Peace of Mind. This is your time to unwind and enjoy life—not stress over money. Whether it’s fishing, traveling, or relaxing, a strong financial plan lets you focus on what matters.
•Expect the Unexpected. Life is unpredictable. Our flexible retirement strategies ensure you’re prepared for whatever comes your way.
•Social Security Isn’t Always Enough. While Social Security provides a foundation, we help you build additional income streams so you’re financially confident regardless of future changes.
•Support Your Loved Ones. Planning ahead eases the financial burden on your family and allows you to contribute to their lives in meaningful ways—like helping with education or gifting wealth.
•Leave a Lasting Legacy. Whether you want to support your family, fund a charitable cause, or both—solid retirement planning helps secure the legacy you want to leave behind.
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.
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