Your Ideal Pension and Retirement Plan

Today, retirement looks different for everyone: traveling, mentoring, spending time with grandkids, volunteering, or working part-time. We want to understand what your ideal retirement looks like. Then we’ll help build a plan to get you there. Through conversation, asset analysis, and goal setting, we can work collaboratively to create a customized retirement plan for you. Whether you have a 401(k), IRA, pension, 403(b), SEP, ESOP, or some other type of plan, we can help you realize your retirement goals.

Our Retirement Planning Model

The foundation of every financial plan is your retirement plan. At Durbin Bennett Private Wealth Management, Austin, we refer to your retirement assets as your family’s Financial Independence portfolio. This portfolio is designed so that you and your family can make withdrawals to fund living expenses indefinitely without substantially eating into the principal over long periods of time. This process begins with gaining an understanding of your living expenses and ends with an all-weather portfolio made up of diversified stocks and bonds and alternative investments customized for you.

Are you on the right path to realize your ideal retirement?

ALL WEATHER PORTFOLIO

Diversified portfolios built to help withstand market volatility

TAX EFFICIENT ASSET LOCATION

Placing the right assets in the right accounts (taxable, tax-deferred, or tax-exempt)

LIFETIME INCOME

Growing assets to live comfortably throughout retirement

Contact our Austin Office Today to Start your Retirement Plan

To learn more about our Retirement Planning services call or fill out our form to see how we can help you achieve your goals.

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