Subscribe to our blog!

Blog : High Net Worth Fiduciary

Why Fee-Only Fiduciary Financial Advisors Should Be Considering No-Commission Fixed and Indexed Annuities for Conservative High Net Worth Clients over Traditional Bond Investing

Summary: No-commission annuities offer lower-expenses and better performance for conservative clients that can enhance returns over traditional bond-investing. To earn CFP continuing education credits for reading this article, email support@colvaservices.com Bond investing in rising interest rate environments versus tax-deferred annuity growth With equity markets at all-time highs and in the face of increasing interest rates, the cu...

Read More

High Net Worth Fiduciary: Providing high net worth clients with specialized advice

High net worth individuals have a multitude of needs that require specialized expertise and attention:  strategies to avoid estate taxes so that wealth being passed on to beneficiaries can be maximized, tax-deferral/tax avoidance strategies to avoid paying high marginal tax rates on income, etc. These strategies often require counsel from attorneys or specialists with high level expertise in life insurance and other products.  While experien...

Read More

Subscribe to our blog!