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 our team of Certified Financial Planners (CFP®) will 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.