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Retirement income
Turn savings, pensions, and Social Security into a coordinated income plan built around your spending needs.
Retirement planning for Austin and Cedar Park
Getting closer to retirement? Let’s put the pieces together.
Retirement planning for Austin and Cedar Park families preparing to turn years of saving into their next chapter.
Meet by phone, video, or at our Cedar Park office.
Meet Michael Kidd, AIF®Your Cedar Park advisor
A free Greater Austin retirement planning tool
The Austin Retirement Income Checklist
Review seven decisions that can shape the move from a paycheck to retirement income. Select what already feels clear. Anything left unchecked becomes your conversation list.
- Takes about three minutes
- No score and no judgment
- Your choices stay in this browser
Mark what is already clear
What would need to be true before retirement feels possible?
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Seven decisions are still worth reviewing. You do not need every answer before starting a conversation.
Talk through your checklist
The decisions behind the date
A retirement plan has to connect the pieces.
A portfolio is only one part of the picture. Your plan should show how income, taxes, investments, and major life choices work together.
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Investment strategy
Align your investments with the income you need now, the growth you may need later, and the risks you can reasonably take.
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Tax aware decisions
Evaluate the order and timing of withdrawals while coordinating with your tax professional when specialized advice is needed.
A clear starting point
Make the next decision easier.
The first conversation is a chance to understand what is on your mind, what you have already built, and where a retirement plan could help.
Request an introductory conversation01
Talk through your situation
Share your timeline, the questions you are carrying, and the financial pieces already in place.
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Identify the decisions that matter
Michael will help clarify what deserves attention first and whether the firm can help.
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Choose your next step
If the relationship looks like a fit, you will learn what planning together involves before making a decision.
Meet McCune Whiteley Wealth Management
A personal relationship.
A broader team.
Michael is part of a firm that brings financial guidance, insurance services, and client support together. Get to know the people and process behind your planning relationship.
Since 2009A firm built around helping people plan for what comes next.
Two Texas officesCedar Park and Fort Worth, with your local connection through Michael.
A written planning processDiscovery, Blueprint, Implementation, and Ongoing Review.
Financial guidance
Cory McCune and Bret Whiteley, cofounders, together with Michael Kidd and Jake Song.
Insurance and operations
Lee Boley, Joe McGuinness, and Joyce Bramlett contribute insurance, operational, and client support experience.
Client service
Delaney Boley, Camden Whiteley, and Lynna McCune provide administrative and client support.
Your Cedar Park advisor
Meet Michael Kidd, AIF®
Financial Representative and Financial Advisor
Michael has worked in financial services since 2018. He works with busy professionals, individuals navigating transitions, and business owners. His approach is practical, personalized, and focused on helping clients make confident financial decisions.
Outside the office, Michael enjoys playing guitar, working out, and being a full time softball dad.
Accredited Investment Fiduciary designation
FINRA Series 6, 7, 63, and 66 registrations
General Life Insurance License
Texas State University graduate
Local to Greater Austin
Meet in Cedar Park
Our office serves families throughout Austin and the surrounding communities.
3008 Polar Lane, Suite 103, Cedar Park, Texas 78613
For Greater Austin communities
Practical retirement education for your residents.
Michael offers an educational conversation for communities serving adults age 55 and older. The program helps residents see how spending, income sources, Social Security timing, health coverage, withdrawals, taxes, and investment risk connect.
Community leaders can review the proposed format with Michael and shape the timing and logistics around their resident calendar.
Proposed resident program
The Retirement Paycheck
Seven Decisions to Review Before Leaving Work
- 160 minute format
Arrival, educational presentation, questions, and an optional next step. - 2Education first
No product presentation and no individualized advice during the group program. - 3Resident privacy
The community does not need to provide a resident contact list. - 4Useful takeaway
Residents receive the Austin Retirement Income Checklist for their own review.
Program content, promotional materials, and event details require firm review before public use.
Start with a conversation
Bring the question that keeps coming up.
Spend 15 minutes with Michael discussing where you are, what is changing, and whether a retirement planning relationship makes sense.