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Retirement Planning Services

Build comprehensive strategies for a secure retirement

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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:

  • What will my monthly budget be in order to maintain my lifestyle without compromise?
  • How many sources of retirement income do I have?
  • Is my investment strategy aligned with my retirement goals?
  • Do I have a plan in place for healthcare throughout my retirement?
  • Which saving vehicles am I planning on using? Which am I not using?

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.


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Benefits of retirement planning with Avidian Wealth Solutions

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.

Retirement income planning

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:

  • The age at which you plan to retire and how long you will have to save
  • How much passive income will persist through retirement
  • Inflationary adjustments to your income
  • Pension packages
  • The frequency and length of the distribution of your 410(k) plan, IRA, or personal savings
  • Social Security and Medicare benefits
  • Life insurance policies
  • Plans for wealth transfer/amounts to go to your estate
  • And more

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.

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Retirement investment planning

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.

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Managing the risks of retirement

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.

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Planning for the future of your estate

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:

  • Assets
  • Trusts
  • Will
  • Beneficiaries
  • Charitable gifts
  • Life insurance policies
  • Tax laws and possible tax advantages
  • Probate laws
  • And more

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.

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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

Avidian takes retirement planning beyond budgeting

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.

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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.*