A Safer Retirement and Environment – What We’re Implementing to Help Keep You Safe: READ MORE

Here at Donato Wealth Management, we are adhering to state and local guidelines in order to protect both the health and safety of clients and staff. Keeping our clients and staff safe is our highest priority and we’re taking all appropriate measures to ensure a safe environment. Should you prefer to not meet face-to-face, we are continuing to serve our clients through virtual settings such as Zoom or phone calls.

We look forward to continuing to help individuals and families achieve their ideal retirements.

Donato Wealth Management
(512) 833-6557


For Retirement Savers

As a retirement saver, we know the tax reform debate of 2017 reawakened the need for you to examine and evaluate your retirement savings plans and educate yourself on all available options for planning. Our educational videos on retirement planning and fixed indexed annuities (FIAs) is great place to start.

Examining Your Retirement Preparedness Plans

We suggest examining your retirement preparedness plans to ensure you are saving enough now. Financial certainty can be improved if you utilize financial resources, such as the Indexed Annuity Leadership Council’s (IALC) retirement calculators, to estimate your retirement living expenses and determine how much Social Security you’ll receive each month.

Diversifying portfolios and adding an array of options will also help maximize potential gains and minimize risks. Not putting all your eggs in one basket is key for successful planning.

One option to consider adding to your financial portfolio is a fixed indexed annuity (FIA), which can provide balance to financial plans and offer a steady stream of income in retirement. FIAs also offer tax-deferred growth, meaning taxes are not owed until a withdrawal is made. Complete our Retirement Planning Worksheet to see if an FIA is right for you.

Finally, become more educated when it comes to retirement planning, especially as one in five Americans have absolutely nothing saved for their golden years. Enhancing your retirement confidence can include reading up on tips to boost your savings or testing your knowledge with quizzes like our “Master of Retirement” game.

Read on to learn more about the FIA facts and the changing face of retirement.


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For more information about any of our products and services, schedule a meeting today.

Or give us a call at (512) 833-6557

Investment advisory services are offered through Foundations Investment Advisors, LLC and is a SEC registered investment advisor.

Investment advisory services are offered through Donato Wealth Management and is a SEC registered investment advisor.