At DURHAMLoyal, we offer a wide range of financial planning and wealth management services focused on individuals who are in or nearing retirement age. We pride ourselves on developing thorough, retirement plans and managing every aspect of our retirement, so that you can rest easy, knowing that your assets are well-positioned to match your personal goals and to help provide reliable income in retirement.

Let’s Get Started!

Where Loyalty Makes A Difference

At DURHAMLoyal we help you secure your financial future so you can enjoy a worry-free retirement, and never outlive your money. Want to know more about our process?

Scroll down and read below.

Retirement Planning

Through our retirement planning strategies, we help balance growth, risk, guaranteed income, and liquidity to ultimately help you make the best-educated decision for your specific situation so you enjoy the successful retirement you’ve worked so hard for.

Wealth Preservation

Our wealth preservation plans offer strategies that take into consideration all your income streams to develop a long-term, well-rounded plan. We will analyze the number of guaranteed/lifetime income sources you have (such as pensions or annuities), and the composition of your portfolio.

Guaranteed Income Strategies

Our guaranteed income strategies stay up to date with what is available in the industry in order to help protect your principal investment. We work to identify and replace under-performing “low risk” allocations with market-safe alternatives.

Healthcare Planning

Healthcare Planning is considered the cornerstone for sound financial planning. By the time you reach retirement age, your life insurance has most likely changed. We are here to help develop a plan for intricate healthcare needs that require expert analysis.

Estate and Tax Planning

Through our Estate and Tax Planning, our goal is to build tax-efficient strategies into your retirement plan. We help reduce estate taxes and transfer personal and family assets to heirs quickly and privately to preserve what you spent a lifetime building.


If you’d like to learn more about how we can help you live your best retirement, click below or simply call our friendly and knowledgeable staff to request a complimentary, no-obligation financial review to discuss your financial future. We look forward to helping you invest in your future!

Click To Get Started!

Read Our Educational Guides

Join Our Upcoming Webinar

Catch Up On Our Latest Blog

At DURHAMLoyal Our Loyalty Signifies Our Core Value To Help Create Your Best Retirement Life.

Let’s Get Started