Small Business
Services
At Net Financial, we understand that small business owners face a unique set of financial challenges and opportunities. Our goal is to help you navigate these complexities and develop a clear, strategic plan for long-term growth and success.
Small Business 401(k) Plans
Offering a 401(k) plan is a powerful way to support your own retirement goals while helping your employees save for their future. In addition to encouraging financial wellness, 401(k) plans offer valuable tax benefits. At Net Financial, we provide a cost-effective and streamlined solution for establishing your company’s 401(k)—often at a fraction of the price quoted by other providers.
Key Person Insurance
Key person insurance is designed to protect your business in the event of losing a critical team member—whether it’s a founder, executive, or someone whose absence would significantly affect operations. This life insurance policy helps provide financial stability during a difficult transition, giving your company time to regroup, find a replacement, or implement contingency plans. Our advisors can help determine the right coverage for your business needs.
Business Legacy Planning
Planning your business legacy means setting the foundation for a company that lasts beyond its founders. At Net Financial, we help business owners incorporate long-term legacy goals into everyday decision-making—from strategic tax planning to estate structures that protect and pass on wealth. Common strategies may include setting up trusts, making planned gifts, or forming family-owned holding companies. Whatever your goals, we’ll work with you to create a legacy that reflects your vision and values.
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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