High-Net-Worth Retirement Planning in Austin

Comprehensive plans to help you achieve a secure retirement.

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Retirement planning in Austin can be a daunting and intimidating prospect, but it doesn’t have to be that way. Taking the time to think through your retirement needs with a Texas retirement planner now can help you enjoy life to the fullest down the line.

Unsure of whether you need a retirement plan? Challenge yourself to answer the following questions:

  • What amount of annual retirement income do I require?
  • Where will my sources of retirement income originate?
  • Does my current investment strategy adequately consider my retirement goals?
  • How do I plan to address my healthcare needs during retirement?
  • Am I really adequately prepared for retirement?

Having assurance in your responses to these questions is crucial. If you lack confidence in your answers, you may not be as prepared for retirement as you believe.

If this is the case for you, Avidian Wealth Solutions offers fiduciary wealth management services in Austin. We can provide you with the guidance and experience needed to help you build a secure retirement plan.

Our professionals will work with you to identify your short- and long-term goals, develop an appropriate strategy to protect your retirement savings, and then monitor and adjust your plan as required. With our help, you can rest assured that your retirement is in good hands. Schedule a conversation with us today to learn more about how we can help you plan to retire in Austin, TX, or how we can fulfill your Austin wealth management needs.


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*AUM based on AWS current FORM ADV

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Why choose Avidian as your retirement advisor in Austin?

Consideration of your whole financial landscape

The best private wealth managers in Austin don’t place your retirement planning in a silo. They consider it one piece of your entire financial life.

As a fiduciary financial advisor in Austin, Avidian provides our clients with a boutique family office experience that can offer a suite of services ranging from investment management in Austin to tax planning in Austin. This allows us to create a tailored solution that will help you reach your goals while remaining mindful of your cash flow needs and risk tolerance level.

Additionally, we can help you understand how the financial decisions you make now can impact your retirement income later. By taking into account factors such as the age you wish to retire, pension packages, Medicare and Social Security benefits, life insurance policies, and more, we can help you put a plan in place that works to help you feel secure about your future retirement.

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Mitigating the risks of retirement

Retirement planning is about much more than just investing. Retirement planning in Austin should include managing investments while also mitigating the risks that can come with them and the ever-changing markets. By working with a retirement planning specialist in Austin, you can develop strategies to help protect your assets from market volatility and set your money up to work for you both now and in the future.

Continue reading: Where is the safest place to put your retirement money?

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Developing a plan to continue your legacy

As your trusted financial advisor in Austin, we understand that retirement isn’t just about your financial security; it’s also about leaving a legacy. We work with our clients to develop plans that are designed to protect their wealth and help provide assurance that the money they have worked hard for is passed down to the next generation in an efficient and organized manner. This allows you the peace of mind that comes from knowing your family will be taken care of after you have retired, and that the plans for your wealth will be carried out according to your wishes.

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Retirement planning for business owners and executives

Avidian Wealth Solutions also offers retirement planning for business owners and corporate executives who may have different needs than the average high-net-worth individual. While retirement plans such as 401(k)s and pension plans are important, our Austin RIA advisors and tax planners can provide guidance in areas such as deferred compensation planning, stock option management, estate tax mitigation strategies, wealth transfer strategies, and more.

With Avidian’s help, you can put plans in place that work to protect your assets while also taking full advantage of the tax incentives available to business owners. Our advisors can also help you choose appropriate retirement plans for your employees and help to check that they are properly funded to meet their financial goals.

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Are retirement planners worth it?

Retirement planning can be complicated and overwhelming, so finding the right retirement planner is essential to making sure you enjoy a successful, prosperous retirement.

A good retirement planner should provide personalized advice that takes into account your individual financial situation and goals. They should also have enough experience to help you navigate the complexities of the financial markets while providing guidance on strategies that suit your lifestyle. Knowing your retirement is planned for and that you’re working towards the retirement of your dream can allow you to choose to relax and spend your days focused on the things that matter most to you.

Avidian Wealth Solutions offers these services and more, helping you to have confidence that your retirement plan is in good hands. With the right advisor, you can work towards knowing that your financial future is secure.

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Curious about where you stand today? Schedule a meeting with our team and put your portfolio to the test.*