Your Retirement Story Starts Here.
We are committed to helping you reach your retirement goals.
The DurhamLoyal Difference
Our mission is to add value to our clients’ lives, equipping and empowering them to make informed financial decisions so they can go on to live a prosperous retirement.
Durhamloyal is an
independent retirement services firm fully functioning in a best interest standard providing simple, transparent and independent guidance for retirement. Our success is wholly aligned with yours!
How We Help
We take a holistic approach to retirement income planning, which means we look at your entire financial picture, including wealth preservation, guaranteed income strategies, health care options, and legacy and tax efficiency options.
Retirement Income 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 that provide protection.
Wealth Preservation
We look at all your income streams to develop a long-term, well-rounded strategies.
Legacy and Tax Efficiency Strategies
We help design strategies to potentially reduce taxes and transfer assets to your heirs efficiently, privately, and 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 Options
The best time to find a strategy for health care needs is before they arise.
Social Security Strategy & Timing Seminar
At DurhamLoyal, we understand the need for customized retirement information, and we’re happy to offer different ways for you to interact with us to get the financial information 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.
How We Help
"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
“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.
"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.
Testimonials are based on unique experiences from current clients and are not representative of all client experiences. Testimonials are unsolicited and clients received no compensation (cash or non-cash). Past performance is no guarantee of future results. Testimonials are encouraged and welcomed from all prospects and clients.
Your LOYAL Retirement Awaits – Start Your Strategy Today!
At DurhamLoyal, loyalty isn't just a word. It's a dedication to stand by you.
- Our personalized, no-cost Retirement Roadmap helps you reach your retirement goals without needing to become a financial expert or feeling overwhelmed.
- Request your 15-Minute Strategy call below to take the first step.
Separate
the Fact from the Fiction on 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 no-cost 16-page guide, you’ll discover:
How the age you claim can have a lasting impact on your monthly benefit — and what to consider before deciding
The truth about Social Security taxes — and strategies to reduce what you owe
Spousal and ex-spousal benefits you may be leaving on the table
Ready to Discover the Difference Loyalty Can Make?
From our holistic suite of services to our knowledgeable and friendly team ready to serve you, we’re here to help make your retirement goals a reality. Start the conversation today by scheduling a no-cost, no-obligation visit. We’re ready to help!
