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Retirement Income Planning

Save the essential funds to attain your desired retirement.

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They say it’s never too early to start saving for retirement, and no strategy is complete without a retirement income plan. Developing a plan early on will allow you to slow down, relax, and actually enjoy the wealth that you have worked so hard to build, all while feeling confident that your strategy has you on the right track. Your plan will be focused on expanding and protecting your retirement savings, and should leave you with a sense of confidence in your future.

The wealth managers at Avidian Wealth Solutions offer comprehensive retirement planning for high-net-worth individuals, which includes everything from retirement income planning and investment strategizing to risk management and estate planning.

Schedule a consultation to learn more about retirement income planning at Avidian Wealth Solutions.


Billion in client assets under management *

*AUM based on AWS current FORM ADV

Financial professionals

Years of success

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Make managing your retirement income planning easier

Creating a strategy for retirement income planning can be time-consuming, overwhelming, and incredibly stressful if done alone. However, you can take steps to eliminate the burden by placing your retirement income plan in the trustworthy hands of the wealth management team at Avidian Wealth Solutions. Because our team is held to the fiduciary standard of care — meaning that our advisors are legally required to act in your best interest — you can rest assured that we are offering you tailored and strong advice throughout our entire working relationship.

We keep the following considerations in mind while building out your retirement income plan:

  • Your regular expenses and budget
  • Income adjusted for inflation
  • Whether or not you will continue to work during retirement
  • Employer pensions and severance pay
  • Strategies for optimizing, contributing to, and distributing funds from 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 wishes for transferring wealth, managing your estate, and gifting
  • And more!

Get the free guide: 5 Crucial Questions For Your Retirement

If you’re looking for long-term financial stability and true peace of mind throughout your golden years, this free download is designed to help you learn how to successfully prepare for, begin, and navigate your retirement.

Download The Guide

Why partner with Avidian for your retirement income planning?

Tailored retirement income planning strategies

Because we believe that retirement planning is a part of your bigger financial picture, we incorporate your tax and wealth management plan as part of your financial planning for retirement.

This comprehensive approach allows us to gain a deeper understanding of your financial goals and how they relate to different areas of your specific plan, including investments, estate planning, risk management, tax strategy, and even business succession planning. With this information, we can provide guidance on where and how to allocate your retirement savings to ensure they align with your overall financial goals.

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Expand your retirement income streams

Wondering how to make your money grow after retirement? While growth is never guaranteed and risk is always inherent, a balance of individual retirement accounts including (IRAs), 401(k)s, high-yield savings accounts, real estate property, money market accounts (MMA), and fixed annuities are typically considered some of the safest investments for retirement.

However, navigating which ones to choose can be complex, and carry risks such as tax laws, required minimum distributions, penalties, and inflation — not to mention figuring out how your investment portfolio and savings accounts play a part in your retirement income plan.

There’s no need to do any guesswork when you partner with Avidian Wealth Solutions. We can help you put plans in place that work to protect your retirement income, diversify your retirement income streams, and preserve your wealth as much as possible by applying appropriate tax and risk management strategies.

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Preserve your legacy

You worked hard to build the wealth that you have, now you need to establish plans that set it up to last beyond your lifetime. To carry on your legacy, your existing retirement plan should include estate planning and generational wealth management.

Avidian Wealth Solutions looks toward the future by incorporating generational wealth planning as part of our high-net-worth retirement income planning services. Working alongside your existing estate lawyers and tax advisors allows us to create an effective estate plan that considers probate expenses and tax implications.

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Access to our multidisciplinary approach

To offer you the best wealth management services, Avidian Wealth Solutions works in highly credentialed, specialized, multi-disciplinary teams made up of Certified Financial Planners™, investment specialists, investment analysts, and estate planning specialists. Together, we help guide you through your financial decisions and journey so that you can have peace of mind to be able to enjoy your retirement.

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Schedule a conversation

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