Your clients rely on you for your investment expertise, but their portfolio is only part of their full financial picture. You can help fill in the gaps.
You can’t create an estate plan or trust or provide tax advice to your clients. But you can:
- Guide them on key decisions to make and when they should review their plan
- Educate them on suitable strategies
- Introduce them to flexible solutions and investment vehicles that can help them meet their complex goals
The High Net Worth Team at Capital Group offers specialist support, education resources and client tools in each of these areas.
Discover our suite of wealth strategy insights and client tools.
Ready to learn more?
Contact your sales representative today for more information and to take advantage of our educational resources.
Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.
Investors should carefully consider investment objectives, risks, charges and expenses.
This and other important information is contained in the mutual fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.
This material does not constitute legal or tax advice. Investors should consult with their legal or tax advisors.
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This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice.