Protecting Portfolios Against the Silent Threats to Retirement Savings
- Daniel Razvi
- Apr 13
- 2 min read
Daniel Razvi is an attorney who owns Higher Ground Legal, a nationwide law firm specifically focused on trusts, wills and taxes. Also, a founder of Higher Ground Financial Group with his father, Imran Razvi, Daniel is passionate about helping clients maximize their retirement savings by minimizing risk, hidden fees and taxes.
In this Financial Advisor Magazine feature, Daniel Razvi, attorney and co-founder of Higher Ground Financial Group alongside his father Imran Razvi, shares how the firm helps retirees safeguard their savings from what they call the “three biggest killers” of retirement: risk, fees, and taxes.
Daniel explains how many investors face disjointed advice from financial professionals, tax preparers, and attorneys, leading to conflicting guidance. At Higher Ground Financial Group and its sister firm, Higher Ground Legal, clients receive a seamless, integrated experience where retirement planners and tax attorneys collaborate directly to craft long-term, tax-efficient strategies.
Imran Razvi and Daniel Razvi's approach focuses on minimizing exposure to market volatility through strategies such as “volatility buffers” and guaranteed-income products, while also reducing unnecessary fees and shifting assets into tax-free accounts like Roth IRAs. Their goal: empower clients to enjoy greater income in retirement, preserve family wealth, and plan with confidence amid economic uncertainty.
About Higher Ground Financial Group
Higher Ground Financial Group is a family-owned business that exists to help clients nationwide achieve their financial goals. Like family, Daniel and Imran Razvi rely on each other’s strengths, and, in turn, rely on each other’s collective talents to support you. Whatever your financial concern or challenge - when your family calls, our family and experienced associates will answer!
Learn more about how Daniel Razvi and Imran Razvi proudly serve families nationwide.
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