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.
We help balance growth, risk, guaranteed income and liquidity to help you make the most informed decisions for your unique situation.
Guaranteed Income Strategies
We work to identify and replace underperforming, low-risk allocations with market-safe alternatives.
We look at all your income streams to develop a long-term, well-rounded plan.
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
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
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.
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”
“Great job David! Very good and informative information. Thank you!”
“Very informative, David - sparked our interest to meet with you.”
“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.”
“Very informative, Pat. I’m not as nervous about beginning process."
“Very informative and entertaining, Pat. Don’t change a thing!”
“Great workshop, David. Very informative; enjoyed very much. Will call to set up an appointment. Thank you.”
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.