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Annuva Financial is a financial advisor based in Virginia and South Carolina that provides retirement income advice to entrepreneurs, small business owners and baby boomers.
Over the years, we’ve found a glaring issue that most financial advisors have failed to address: complacency and ignorance. Most, if not all, advisors are content with becoming mere “asset gatherers” and “fee collectors,” giving no meaningful, life-changing retirement advice.
Advisors are intent on serving only traditional, outdated products and strategies. By ignoring newer strategic alternatives that are off their fee schedule or commission plan, the ones who suffer are the retirees who may have saved tens to hundreds of thousands of retirement assets and income.
Our goal is to help retirees maximize a their retirement assets to the fullest while leaving a meaningful legacy their heirs can enjoy for generations upon generations. We’re continuously optimizing our strategies to minimize taxes and protect them from inflation and market volatility. Let us help you.