Retired couple at the beach

Are you ready to successfully get to and through retirement? Get started with our 5 Crucial Questions For Your Retirement today!

In “5 Crucial Questions For Your Retirement,” you’ll learn how to answer the questions you need to be asking yourself to confidently approach your retirement. By the end of this guide, you’ll feel better equipped to plan for, relax, and enjoy the retirement you’ve worked so hard to achieve.

We help high-net-worth individuals and families successfully retire.

Whether you’re planning ahead for your ideal retirement or you’re about to turn 65 and have concerns about your current strategy, Avidian’s fiduciary financial advisors are here to bring you peace of mind — helping you create a retirement plan that accounts for and protects your financial future.

Are you asking the right questions about retirement?

1.
Am I ready to retire?
2.
What could go wrong in my retirement?
3.
What can I do about these retirement risks?
4.
How am I going to pay for retirement?
5.
When and who will I go to, to get help?

If you weren’t sure how to answer any of these questions, a fiduciary advisor from Avidian Wealth Solutions can help!

Get Started Get the Guide

Get off to the right start in our three-step process

We know your finances are personal and that your time is valuable. That’s why we work to confidently gain a deeper understanding of your goals to determine whether or not Avidian is the right fit for you.

1.

15-minute intro call

One of our advisors conducts a brief, guided consultation to understand your current situation and your goals for the future.

2.

Planning meeting

If you and Avidian are a good match, you and your advisor will meet to discuss your current situation, your existing assets, and the factors that make you and your finances unique.

3.

Putting a plan in action

After we’ve reviewed your financial situation and retirement plans, we present an in-depth review of your current investment portfolio alongside relevant market projections and your customized executive action plan for getting your retirement on the right track.

At this meeting, we will present the following:

  • Investment review/assessment
  • Financial planning analysis
  • Customized executive action plan
  • Our fees and how they work

If we come to a mutual decision not to continue the process, you would have received a second opinion and a qualified planning/review of your investment management, financial planning, estate planning, tax strategy, and risks for the future.

“AT AVIDIAN, WE DO MORE THAN MANAGE YOUR MONEY, WE PROVIDE COMPREHENSIVE WEALTH PLANNING SOLUTIONS.”

  • 19years of success.
    Founded in 2003.
  • 54Financial
    Professionals
  • $3.5Billion Client Assets
    under management

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Client & Avidian Team

The Avidian Way

Our conservative, multidisciplinary approach is designed to make preserving your wealth simple and attainable. Explore our offerings and discover how we can help you secure your financial future against whatever tomorrow may bring.

  • Estate Planning

    Few things are as personal as the legacy you leave behind. That’s why our fiduciary firm provides a family office-style environment for you to develop a tax-sensitive wealth transfer plan designed to make your family and charitable gifting goals a reality.


    How we help:

    • Reviewing and updating wills, trusts, and other documents

    • Confirming and coordinating beneficiaries

    • Direct collaboration with your legal and accounting teams

  • Tax Strategies

    Don’t let taxes eat away at what you’ve built. Across our financial services, Avidian maintains a tax-sensitive approach designed to help you maximize future income, protect your assets, and optimize your contribution and distribution strategies as you plan for a sustainable financial future.


    How we help:

    • Developing IRA and Roth IRA funding strategies

    • Tax-efficient retirement income planning

    • Strategic reviews of current tax returns

  • Risk Management

    Conservative risk management practices and principles define our approach to wealth management. Avidian helps clients implement protective strategies for more resilient portfolios, and develop customized plans to help you and your family weather the unexpected.


    How we help:

    • In-depth portfolio risk assessment and mitigation

    • Cash flow analysis and strategy development

    • Analyzing and optimizing your insurance coverage

  • Investment Management

    Avidian applies time-tested investment fundamentals within our conservative approach, designed to make the most of both passive and active investment vehicles for superior returns and below-average volatility. Our process is rigorous, repeatable, transparent, and executed to match your objectives and goals.


    How we help:

    • Thorough, tailored vetting and assembly of diverse investment opportunities

    • Meticulous monitoring, reallocation, and trading to maximize gains and minimize risk

    • Access to private offerings

  • Financial Planning

    Avidian’s comprehensive approach to financial planning is built around transparency and personalization. We leverage time-tested fundamentals and state-of-the-art technology to deliver coordinated, cost-effective strategies to meet your specific financial goals and timeline.


    How we help:

    • Tax-sensitive strategies

    • Cross-team coordination with your existing attorneys, accountants, and advisors

    • A fiduciary commitment to acting solely in your best financial interest

The first step towards your retirement journey starts here.

Ready to see how Avidian can help you? Fill out the form below to schedule a free consultation today!

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