Focused on Your Financial Future
Our Services
Connect with a dedicated financial expert who takes the time to understand your unique goals.
ACHIEVE FINANCIAL GOALS
Wealth Management
Your investments should do more than grow — they should align with your goals. We offer disciplined, research-driven portfolio management tailored to your risk tolerance, time horizon, and financial objectives.
•401(k) Rollovers
•Access to Private Equity Opportunities
•Personalized Portfolio Management
•High-Yield Savings Options
PLAN FOR SECURE RETIREMENT
RETIREMENT PLANNING
Retirement isn't just a finish line, it's a new chapter. We help you plan for a financially secure and fulfilling retirement by creating personalized strategies to generate income, optimize Social Security, and protect against longevity and market risk.
Whether you're years away or already retired, we help you feel confident in your future.
PROTECT WHAT YOU'VE BUILT
ESTATE PLANNING
Estate planning ensures your wishes are honored and your legacy is protected. We help you develop a comprehensive plan for the transfer of your assets, including wills, trusts, and beneficiary designations.
Our advisors work with estate planning attorneys as needed to address issues such as minimizing estate taxes, protecting your heirs, and planning for incapacity—so you can provide for your loved ones with clarity and confidence
INVEST IN YOUR BUSINESS
Small Business Services
Whether you're exploring personal investment strategies or seeking robust 401(k) solutions for your employees, Net Financial is here to support your success.
We also offer specialized business legacy planning, working closely with experienced estate attorneys to help protect and preserve your business for the future.
OPTIMIZE YOUR TAX STRATEGY
TAX-EFFICIENT PLANNING
Effective tax planning can help you keep more of what you earn and grow your wealth faster. We analyze your financial situation and recommend strategies to minimize your tax liability across investments, retirement accounts, and estate plans.
Our approach includes tax-efficient investment selection, withdrawal strategies, and coordination with your tax professionals to ensure your plan is optimized year-round.
PROTECT YOUR WEALTH
Wealth PROTECTION
Safeguard your assets and future income with our wealth protection services. We offer solutions such as:
•Annuities for Lifetime Income
•Comprehensive Life Insurance Plans
•Asset Protection Strategies
Who We Serve
High-Income Earners
High-net-worth clients prioritizing strategic investment management, tax efficiency, and proactive portfolio oversight.
Business Owners
Founders looking to align their personal and business finances, minimize taxes, and plan for growth or exit.
Retirement-Ready
Those nearing or in retirement who want to protect their savings, create sustainable income, and enjoy peace of mind.
Families & Individuals
Parents focused on building financial security, funding education, and passing on wealth with intention and purpose.
Risk-Averse Investors
Investors seeking tailored investment strategies, informed risk management, and access to sophisticated portfolios aligned with goals
Financial Transitions
Individuals navigating inheritance, career changes, or liquidity events who value clear, confident financial guidance.
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