Let us know what goals we can help you achieve!!

Maximize Profits and Grow My Business

Whether you're self-employed or own a small business with employees, we can help you streamline your finance function and reduce your tax liabilities.

Create or Update a Plan for my Future

The sooner you start planning for your financial future the greater the odds of success of achieving your goals. Reach out to us and we will put you on a path to financial freedom.

Focus on Retirement Income

Whether you're approaching retirement or already relying on your portfolio for income, we can help establish strategies to maximize your income while minimizing risks.

Preserve and Transfer My Wealth

Protecting your wealth and ensuring it goes to the people you want to give it to is important. Call us to create the safest and most tax efficient strategies to pass on your wealth.

Interested in learning more?

Neto Financial Group is a full-service boutique financial services firm that can provide you with customized, high quality solutions that meet your specific needs.
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Who Do We Provide Great Service To?

Outsource your back office finance functions

Whether you're just starting out or growing your business, our services will allow you to focus on growing your business profitably.
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Set up a Roadmap to your Financial Freedom

From financial coaching to money management, we have a service and payment model that fits your needs.
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Start preparing to generate income in retirement

Whether you're approaching retirement or already there, it's time to rethink how you manage your money for maximum income.
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Investment strategies and ideas you can implement yourself

Just because you're a DIY investor doesn't mean you don't need some guidance. Let us be your sounding board for your portfolio objectives.
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Protect and transfer the wealth you have worked so hard to build

Using proper structures, tax planning, and investment strategies, we can help you maximize the assets you preserve for your legacy.
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Our Services

Bookkeeping
Payroll
Tax Preparation
Retirement Plans
Financial Planning
Portfolio Management

Latest blog posts

Read more about our latest news posts and be informed

Don’t Let These Investing Biases Cause Your Returns to Slip

Aside from the recent concerns over the impact that a Coronaviris pandemic will have on global markets, stock markets all over the world, and more specifically in […]

Average DIY Investor Underperforms the Market: Here are 6 Reasons Why

There have been a number of studies that highlight how a retail do-it-yourself (DIY) investor consistently underperforms the market. Many have taken to managing their own portfolios […]

Longevity Risk: The Risk You’re Going to Go Broke Before you Die.

This past weekend I read an interesting statistic during my ritual of reading Barrons. According to the World Health Organization, 50% of babies born in 2017 will […]

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