Retired couple at the beach

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

  • 20years of success.
    Founded in 2003.
  • 66Financial
    Professionals
  • $4Billion Client Assets
    under management
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We help high-net-worth families secure the retirement they’ve worked hard to achieve.

Whether your retirement is down the road or just around the corner, Avidian’s retirement financial advisors are here to create a plan that builds on your present in order to protect your future.

Do you need help with your retirement plan?

Answer these 5 questions.

1.
How much annual retirement income do I need?

Have you figured out how wants, needs, and all the expenses in between will factor into your finances?

2.
Where will my retirement income come from?

Do you know which assets and investments will fund your retirement?

3.
What is my risk management strategy for a market decline during retirement?

What would happen to my retirement if the market declines 10% tomorrow?

4.
What are my plans for my retirement healthcare needs?

Have you been planning for the unexpected?

5.
Am I ready to retire?

Do you know how much you will need to retire?

If you answered “I’m not sure” to any of these questions, a retirement advisor from Avidian Wealth Solutions can help!

Schedule your Free appointment

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

We know your retirement is personal and that your time is valuable. That’s why we work to confidently gain a deep understanding of your goals to determine whether Avidian is the right fit for you and your family.

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 retirement goals, 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.

Are you on the right path in your retirement journey?

Download our FREE Retirement Survival Guide to see where you stand.

Our Retirement Survival Guide can help you answer critical questions including whether or not you’re truly ready to retire, how to determine the amount of annual retirement income you’ll need, and deciding where that retirement income will come from.

Client & Avidian Team

The Avidian Way

Our conservative, multidisciplinary approach is designed to make retiring with wealth simple and attainable. Explore our offerings and discover how we can help you get ready for the retirement of your dreams.

  • 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 in your retirement journey starts here.

Ready to see how Avidian can help you? Fill out the form to schedule a free consultation, or give us a call today at 281.822.8800!

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