Wealth Protection
Accumulating wealth is a significant accomplishment, but protecting those assets for the long term is equally essential.
Preserve What You've Built
Strategic Wealth Protection Planning
Building wealth is a significant milestone—but protecting it for the long haul is just as important. At Net Financial, we craft customized strategies to help safeguard your assets and preserve your legacy. Through thoughtful use of annuities, life insurance, and asset protection, our advisors work with you to ensure lasting financial security.
Protecting Your Loved Ones
Safeguarding What Matters
Guaranteed Income For Your Life
Expert Advice
Foundational Guidance for Long-Term Success
True financial strength comes from more than just building wealth—it requires a long-term strategy to protect and grow it. In addition to our core protection tools, we emphasize investment diversification and holistic financial planning to help your wealth withstand life’s uncertainties and support future generations.
Financial Planning
We help you organize your financial goals into short-term, mid-term, and long-term objectives—giving you a clear, structured path to plan for the future while making smart saving and investment decisions along the way.
Investment Diversification
By including a mix of investments that respond differently to market conditions—rising when others may fall—you can help minimize the impact of volatility. Our tailored portfolios are built with diversification at their core, aligning each risk model with your long-term goals.
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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