Loveland Chamber of Commerce

Navigation Wealth Management Preempts Fiduciary Standard Changes Coming to the F

Press Release                                                                                                                              

 

Contact: Adam Brunin, President                                                                                                          

3500 JFK Parkway Ste. 300

Fort Collins, CO 80525

[email protected]

 

August 17, 2016

 

FOR IMMEDIATE RELEASE:

 

Navigation Wealth Management Preempts Fiduciary Standard Changes Coming to the Financial Industry

 

Fort Collins, Colorado, USA – August 17, 2016 – Oncoming changes to the financial services industry are underway with the Department of Labor’s Fiduciary Rule implementation in April 2017.

Much of the change will impact what products financial services professionals are able to provide their clients.  Additionally, national financial companies will be required to change their protocol to a defined fiduciary standard putting client interests above the interest of advisors.

Navigation Wealth Management’s five advisors hold the Accredited Investment Fiduciary (AIF®) designation, and the firm is already practicing a client-centered approach in the same direction as the new DOL regulation.

Due to the notable growth of the independent firm, Navigation Wealth Management, Inc. is a Registered Investment Advisor in the state of Colorado.  The firm adheres to fee-based planning and asset management with decades of experience among the advisors.   Inside the firm, the fiduciary standard ensures accountability, transparency, and a client-centered approach that is difficult to find elsewhere.

 

Navigation Wealth Management educates people on how to create multiple streams of income in retirement, help them to retire with dignity and choices, and give them options when planning to pass their hard earned assets to the next generation, tax efficiently and without burden. www.navwm.com 970-672-1236

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