senior couple signing documents


  • 20years of success.
    Founded in 2003.
  • 66Financial
  • $4Billion Client Assets
    under management

Take the stress out of managing your retirement income planning

With so many different details to consider when creating a retirement plan, trying to create a strategy for retirement income planning on your own can be stressful, time consuming, and overwhelming. Place your retirement income plan in the trustworthy hands of the wealth management team at Avidian Wealth Solutions and save yourself the time and frustration of having to handle it all on your own. Because we are held to the fiduciary standard, our advisors are legally required to act in your best interest, offering you thoughtful service throughout your retirement planning and beyond.

While working with you to build out your retirement income plan, we keep the following considerations in mind:

  • Your budget and regular expenses
  • Adjusting your income for inflation
  • Whether or not you desire to continue working during your retirement
  • Employer pensions and severance pay
  • Optimization, contribution, and distribution strategies for 401Ks, IRAs, and other personal savings and investments
  • Social Security benefits
    • Early Social Security benefits (age 62)
    • Full retirement age (FRA) Social Security benefits (age 66-67)
    • Maximum value for Social Security (age 70)
  • Medicare (age 65)
  • Required Minimum Distributions (RMDs) (age 70 ½)
  • Rental income
  • Life insurance policies
  • Your desires for transferring wealth, your estate, and gifting
  • And more!

Retirement income planning strategies customized to your needs

Retirement planning shouldn’t be isolated from the rest of your financial goals. That’s why we incorporate your complete wealth and tax management plan as part of your financial planning for retirement. By looking at the big picture, we are able to gain a better understanding of your financial goals as they relate to various aspects of your financial plan such as your investments, estate plan, risk management plan, tax strategy, and even your business succession plan, and can better direct you on where and how to allocate your retirement savings.

Diversify your retirement income streams

The safest investments for retirement include a balance of various types of investment vehicles such as individual retirement accounts (IRAs), 401(k)s, high-yield savings accounts, real estate property, money market accounts (MMA), and fixed annuities. Determining this balance on your own can be complex — there are tax laws, required minimum distributions, penalties, inflation, and risks to consider. Not to mention establishing how your investment portfolio and savings accounts play into your overall retirement income plan.

Partnering with Avidian Wealth Solutions takes the guesswork out of diversifying your retirement income streams. Together, we can help you protect your retirement income while taking into account your tax strategy and risk management plan, helping you preserve as much of your wealth as possible.

Considerations for the next generation

You have worked hard to accumulate the wealth that you have. To ensure that your legacy exists far beyond your lifetime, you’ll want to incorporate estate planning and generational wealth management into your existing retirement plan.

At Avidian Wealth Solutions, we are able to incorporate considerations for generational wealth planning as part of our high-net-worth retirement income planning. Our advisors are also able to work with your existing estate lawyers and tax advisors to create an effective and efficient estate plan that considers probate expenses and tax implications.

Access to a multidisciplinary team of financial experts

Avidian Wealth Solutions works in highly credentialed, specialized, multi-disciplinary teams to offer you the best in wealth management. Our team is made up of professionals ranging from Certified Financial Planners™ and investment specialists to CPAs, investment analysts, and estate planning specialists who all work together to guide you in making confident financial decisions that help you gain the peace of mind you need to enjoy your retirement.

Luke Patterson
Luke Patterson CEO, CIO