Read about Avidian’s acquisition of Equistar Wealth Management and our unparalleled client service in Austin here.

Close button

Financial Planning for Retirement

Secure the high-net-worth retirement you’ve been working toward.

Schedule a conversation

Wealth management designed to simplify your life as a retiree

Whether you’re ready to start planning for your retirement or it’s time to transition into it, the financial advisors at Avidian are here to help. Our multidisciplinary approach to financial planning for retirement for high-net-worth individuals is designed to make retiring with wealth simple and attainable.

Not sure you need a retirement plan? Ask yourself the following:

  • How much annual retirement income do I need?
  • Where will my retirement income come from?
  • How does my current investment strategy take into account my retirement?
  • What are my plans for my retirement healthcare needs?
  • Am I ready to retire?

When you work with Avidian, you’ll be able to answer all five of these questions with confidence, knowing that your retirement plan builds toward and protects your future. Contact us to start planning for your retirement today.

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

Our full circle approach to wealth management

Our experienced team of wealth management professionals offers personalized solutions customized to fit your individual goals and circumstances, helping you consolidate your personal and professional finances into a cost-effective plan that evolves with you and your life.







Investment management

The goal of an investment portfolio is to generate a return that exceeds the risks taken. Our multi-disciplinary team of financial professionals has a deep understanding of investments, markets, and risk management strategies that help protect and grow client wealth over time, working to achieve positive outcomes while managing risk exposure appropriately.

How we help:

  • Thorough, tailored vetting and assembly of diverse investment opportunities
  • Monitoring, reallocation, and trading to maximize gains and minimize risk
  • Access to private offerings*

Learn more about our investment management strategies.
*For qualified clients only

Ready to take the next step toward a simpler financial life? Schedule a conversation with us today.


Billion in client assets under management *

*AUM based on AWS current FORM ADV

Financial professionals

Years of success

Featured In

How can Avidian help you plan for your retirement?

Some wealth management firms may try to offer you a carbon copy of someone else’s retirement plan. At Avidian Wealth Solutions, we recognize that your financial planning for retirement needs to take into account your own goals, financial roadblocks, lifestyle, and more. Our multidisciplinary approach allows us to create a plan that includes all facets of your retirement from investments to insurance and estate planning.

Financial planning

Our highly-credentialed team of financial professionals aim to help our clients understand their retirement income needs, develop strategies for managing investments and expenses throughout retirement, and plan for long-term health care costs, taxes, and estate planning — all done with consideration to your total financial landscape.

Learn More

Retirement planning

Retirement planning services are an invaluable resource for retirees looking to maximize their financial security and set themselves up for a comfortable retirement. Our services can provide guidance on how to manage investments, offer advice for pension plans and social security maximization, plan for taxes, and develop strategies to help meet long-term goals.

Learn More

Retirement income planning

Retirement income planning helps set you up to get the most out of your nest egg while working to minimize any risks associated with investing or spending too much too soon. With careful consideration and thoughtful planning, we can help you plan to enjoy a comfortable lifestyle well into your golden years.

learn more

Retirement tax planning

Our services provide guidance on how best to structure your finances so as to minimize your taxable income and maximize any deductions or credits available. With us as your financial partner, we can help you take advantage of available tax benefits while planning to save for your dream retirement.

learn more

Wealth transfer

Retirement is a time of transition and planning for the future, and estate planning services can help set up your assets to be managed in the way you desire. We can work with your existing team of attorneys to prepare legal documents that specify your wishes regarding your property, finances, and healthcare with consideration to your overall financial plan.

learn more

Charitable giving

Our advisors can help you select the charitable giving vehicle that best reflects both your philanthropic and financial goals, allowing you to leave a lasting impact for the causes that matter most to you while working minimize your tax burden.

learn more

Plan to enter your retirement years with confidence

Avidian Wealth Solutions is a fiduciary wealth management firm that provides financial planning for pre-retirement through full retirement. Our multidisciplinary team is made up of Certified Financial Planners, investment specialists, investment analysts, and estate planning specialists who work together to help you attain and preserve the retirement you’ve worked hard to achieve.

That’s the Avidian difference.

Planning for retirement income sources

In many cases, diversity is key when it comes to planning your retirement income sources and providing you with a greater sense of security. Helping our clients navigate their options is an integral part of Avidian’s financial planning for retirement strategy. Our financial advisors regularly monitor our client’s investment portfolios and adjust when necessary.

Ideally, your retirement accounts, investments, and savings should be able to provide 25 to 30 years of sustainable retirement income streams. This can include anything from portfolio withdrawals to cash withdrawals from your retirement accounts. Regardless of where the money comes from, our team of financial advisors can help you plan ahead with the goal of creating and maintaining a stable stream of retirement income from multiple sources lasting throughout the entirety of your retirement.

We can also provide insight on any questions you might have regarding which assets to liquidate first, investment management, how inflation might affect your savings, planning for unexpected expenses, and more.

Generational wealth management

For many of our clients, ensuring their wealth is secure for their beneficiaries is a crucial component of a retirement plan. At Avidian, estate planning and generational wealth management are part of our comprehensive financial planning services. We can work directly with your estate lawyer to build a tax-sensitive wealth transfer plan designed to safeguard your accumulated wealth and assets.

Our estate planning financial advisors focus on the numerous details of estate planning to help meet your long-term goals. This typically includes your:

  • Assets
  • Will
  • Trusts (revocable, irrevocable, multigenerational, charitable, etc.)
  • Beneficiaries
  • Life insurance policies
  • Tax laws
  • Business succession plans
  • Business merger and acquisition plans
  • Marital agreements
  • Guardianship plans

Note: Trusts and wills should be created by and/or in conjunction with an attorney. While Avidian does not create these documents, we can work closely with your attorney to make sure all records remain up-to-date and in-keeping with your goals.

Implementation of tax strategies for retirement

Retirement accounts and investment portfolios can act as long-term shelters for your hard-earned wealth. Creating a tax-advantaged strategy on your own can be difficult. Working with Avidian’s financial advisors can help take the challenge out of it. When creating high-net-worth tax strategies, we take into account the current tax laws and use a conservative, time-tested approach to help you meet your retirement goals efficiently and effectively.

Your team of financial advisors at Avidian can advise you on several key areas of tax planning including:

  • Understanding the impact of taxes on withdrawals
  • Managing short- and long-term capital gains
  • Annual tax-loss harvesting
  • Strategic tax return reviews
  • Determining which retirement account is most appropriate for your needs between a tax-deferred account (traditional 401(k) and traditional IRA) or a tax-exempt account (Roth IRAs and Roth 401(k)s)
  • Tax-efficient retirement income strategies
  • Developing estate tax strategies and tax-efficient gifting strategies

The best financial strategy for you and your goals will depend heavily on your individual circumstances. Taxes may be unavoidable, but at Avidian, we create financial plans designed in a tax-efficient way that helps you make the most out of your income.

Customized, comprehensive financial plan

Achieving a successful retirement takes more than just accumulating funds in your retirement accounts. Our comprehensive financial plan incorporates all of the aspects necessary to make a smooth transition into retirement including risk management, tax planning, investment management, and estate planning.

When creating your financial plan, our fiduciary advisors can work in conjunction with your established team of professionals. Together, we will develop a plan based on your current age, financial decisions, income streams, retirement goals, and your anticipated retirement budget as well as the following retirement income considerations:

  • Adjusting your retirement income for inflation
  • Optimizing employer retirement plan contribution and distribution strategies
  • Exploring whether you want to continue working throughout your retirement
  • Evaluating employer pensions and severance pay
  • Optimization, contribution, and distribution strategies for 401(k)s and other personal savings and investments
  • IRA and Roth IRA funding and utilization strategies
  • Factoring in 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 72)
  • Rental income
  • Life insurance policies
  • Your desires for transferring wealth, your estate, and gifting
  • And more

Each of these points needs to be taken into account when establishing a realistic financial plan for retirement. Hiring a fiduciary financial advisor from Avidian Wealth Solutions can take the guesswork out of planning in an effort to help protect your retirement savings from rising prices — giving you space to enjoy the wealth and security you worked so hard to build.

Financial insights for retirees

Contact us

Schedule a conversation

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