The DURHAMLOYAL Difference

Our mission is to add value to our clients’ lives, educating and empowering them to make informed financial decisions so they can go on to live a prosperous retirement.

How We Help

We take a holistic approach to retirement planning, which means we look at your entire financial picture, including wealth preservation, guaranteed income strategies, health care planning, and estate and tax planning.

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Retirement Planning<br><br>We help balance growth, risk, guaranteed income and liquidity to help you make the most informed decisions for your unique situation.

Retirement Planning

We help balance growth, risk, guaranteed income and liquidity to help you make the most informed decisions for your unique situation.

Guaranteed Income Strategies<br><br>We work to identify and replace underperforming, low-risk allocations with market-safe alternatives.

Guaranteed Income Strategies

We work to identify and replace underperforming, low-risk allocations with market-safe alternatives.

Wealth Preservation<br><br>We look at all your income streams to develop a long-term, well-rounded plan.

Wealth Preservation

We look at all your income streams to develop a long-term, well-rounded plan.

Estate and Tax Planning<br><br>We help reduce estate taxes and transfer assets to your heirs quickly and privately according to your wishes.

Estate and Tax Planning

We help reduce estate taxes and transfer assets to your heirs quickly and privately according to your wishes.

International Wealth Preservation<br><br>Living in a multinational society, many of our clients have accumulated assets in the U.S. and other countries. We can show you how to maximize and enjoy the income from all your sources.

International Wealth Preservation

Living in a multinational society, many of our clients have accumulated assets in the U.S. and other countries. We can show you how to maximize and enjoy the income from all your sources.

Health Care Planning<br><br>The best time to plan for health care needs is before they arise.

Health Care Planning

The best time to plan for health care needs is before they arise.

Social Security Strategy & Timing Seminar

At DurhamLoyal, we understand the need for comprehensive retirement education, and we’re happy to offer different ways for you to interact with us to get the financial education best suited for you. Learn more by checking out our upcoming events and webinars.

Upcoming Seminars
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Check Out Our Newsletter

Do you have questions about some of the latest issues that might affect your retirement? Check out our quarterly newsletter for the latest financial insights from DurhamLoyal.

What Our Clients Are Saying

"Richard Price’s ‘Common Sense’ approach was informative. I have a better general idea about Social Security which is what I hoped to get out of this presentation”

Kent

“Great job David! Very good and informative information. Thank you!”

Martha A.

“Very informative, David - sparked our interest to meet with you.”

Omaira V.

“Thank you, Gary. This was a great learning experience. I was most enlightened by the full retirement age versus the individual retiring early and losing funds or having to pay back.”

Tricia M.

“Very informative, Pat. I’m not as nervous about beginning process."

Christopher S.

“Very informative and entertaining, Pat. Don’t change a thing!”

Melissa T.

“Great workshop, David. Very informative; enjoyed very much. Will call to set up an appointment. Thank you.”

Maria H.

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Make the Most of Social Security

While Social Security isn’t designed to cover all of your income needs, it’s an important piece of the retirement puzzle. With our free 16-page guide, you’ll discover:

  • How to optimize Social Security according to your needs and situation
  • Why timing is so important when it comes to claiming your benefits
  • Ways to supplement your Social Security income

Download your free guide now and start making the most of your benefits.

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