Build comprehensive strategies for a secure retirement
Are you ready for retirement? Whether the big day is right around the corner or still many years away, having proper retirement planning strategies in place is essential to protecting your way of life after retirement. Here are some questions to ask yourself about your retirement planning:
You should have confidence in your answers to all of these questions. If you don’t, you might not be as ready to retire as you think.
Planning for retirement is a complex process, and very few people are able to put together sufficient retirement plans without enlisting the help of financial professionals. The earlier you begin planning for retirement, the more confident you can be that you will thrive in your golden years.
Billion in client assets under management *
*AUM based on AWS current FORM ADVFinancial professionals
Years of success
Retirement planning doesn’t happen in a vacuum. Your retirement is connected to each aspect of your financial life — it’s impacted by everything from the stock market and your portfolio, to your job and your 401(k) plan. This is why we avoid offering a cookie-cutter retirement plan that takes none of this into account.
Instead, we take a holistic approach to wealth management and offer comprehensive, tailor-made retirement plans based on a thorough understanding of your values, your finances, and your goals.
Calculating what you’re going to need for retirement is not as simple as using a retirement income calculator. Retirement income planning comes with a host of complexities that cannot be overlooked, some of which include:
If any of these factors apply to your retirement and considerations are not made while planning your income, it can render your expected retirement income deeply inaccurate.
Nearing retirement means plans changing. Investment goals, risk tolerance, and asset classes will likely change as you look to settle in for the long haul. You’ll need an investment manager who can have a conversation not just about your portfolio, but about your long-term goals.
You might consider investing in alternatives, upping your contributions to mutual funds, or using other investment strategies meant to protect your assets against market fluctuations and allow you to take a more passive role in your portfolio — or retirement might mean wanting to actively invest in your free time.
With Avidian Wealth Solutions, you can align your investment strategy with your retirement strategy, and have fiduciary financial professionals at the ready to discuss, make recommendations, or shift strategies.
Whether you’re concerned about mitigating portfolio risk or want to check that your current insurance policies are optimized, Avidian knows risk management.
We can help you make sure that your investment portfolio is not only aligned with your retirement strategy, but that it is balanced, diversified, and as ready as possible for any market fluctuations. Additionally, you’ll want someone to review your current set of insurance policies to check for coverage gaps, opportunities for optimizations or upgrades, and to help to make you ready for what may come.
Similar to retirement planning strategies, estate planning strategies must take into account all aspects of your financial life in order to prove effective. Your estate is connected to even more pieces of your life than your retirement because it includes your family.
If you’re looking to build your legacy for generations to come, you need to consider:
The list above doesn’t include business succession, mergers and acquisitions, plans for education funds, and many more variables that likely will need to be considered. Avidian’s comprehensive wealth management style allows us to work seamlessly with your attorneys to provide you with an efficient and consistent plan for your estate.
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.
Our team is comprised of highly credentialed, specialized, and experienced wealth management professionals who work together to handle multiple aspects of your financial life, including asset management, debt management, risk management, taxation, wealth transfer, and more.
CFPs
CFAs
MBAs
JDs
CHFC
PhD
Avidian Wealth Solutions offers our clients a boutique family office environment, which means that you receive comprehensive wealth management tailored to your specific needs, without the headache involved in setting up and running a traditional single-family office.
Our multidisciplinary team of fiduciary financial professionals collaborates on every aspect of your wealth, providing extensive, strategic insights informed by a holistic picture of both your current finances and your future financial goals.
The boutique family office environment not only serves to optimize your finances but works to simplify your financial life, allowing you more time to do the things that you need to do — whether that be focusing on your business or spending time with your family.
Curious about where you stand today? Schedule a meeting with our team and put your portfolio to the test.*
