Atlanta Retirement Planning

Retiring in Atlanta means enjoying beautiful weather in a scenic landscape alongside a thriving community of fellow retirees. If you’re in the marketing for Atlanta retirement planning services, look no further than Trajan Wealth. With our tailored plans and empathetic, client-centric approach, you’re well on your way to the golden years you deserve.

Atlanta Retirement Planning

Don’t wait to get started with your retirement planning. With the right financial planning team by your side, this process doesn’t have to be complex, frustrating, or overwhelming. We can help you successfully navigate:

Impacts of

Asset Allocation

How You Allocate Your Assets

line drawing of a building

When You Take Social Security Income

Medical Costs

Medical Costs &
Long Term Care

Along the way, you’ll never have to worry about confusing or surprise charges. Our fee-only structure means you always know how much our retirement planning services cost.

The Services You Need

Want to learn more about how Trajan Wealth can help you plan for the future? Click the icons below to understand two of our retirement planning specialties.

Retirement Planning:
Atlanta, GA

Would you be better served by a Traditional IRA or a Roth IRA? What should you do with your 401(k) when you change jobs? How much should you factor Social Security into your future plans? Our fiduciaries can provide tailored recommendations based on your individual needs, timeline, and circumstances while helping you achieve:

  • Safeguard Your Hard-Won Assets. Strategic retirement planning can withstand economic downturns or unexpected changes in your life.
  • Strategically Tax Plan. Tax planning and investment management can significantly impact your retirement plans. Our fiduciaries use our industry insights and exclusive opportunities to set you up for success.
  • Use Annuities to Your Advantage. Our Atlanta team can help you navigate all the different types of annuities based on your financial goals.
  • Pass on Your Legacy. With the proper foresight, you can contribute generously to future generations, charities, institutions, and organizations you believe in.
  • Utilize Income Beyond Social Security. In this day and age, you don’t want to rely solely on Social Security. Luckily, comprehensive income planning means you don’t have to!
  • Plan for Your Future Self. Investing in your retirement today takes the stress out of tomorrow. Rest easy knowing that your future self and family will be cared for.

All these facets work together to give you relaxing retirement years right here in Atlanta.


Plan for a Future in The Big Peach

Are you feeling inspired to begin looking towards retiring in Atlanta? Schedule a meeting with Trajan Wealth’s Atlanta retirement planners. We’re happy to meet you at one of our Atlanta offices or schedule a virtual call, depending on your needs! Along the way, we answer your questions with honesty and integrity, putting your best interests at the forefront of our plans.

Trajan Wealth Atlanta Locations

Alpharetta, Georgia

13010 Morris Road, Building 1, Suite 600
Georgia 30004

Buckhead – Atlanta, Georgia

3355 Lenox Road NE, Suite 750
Georgia 30326

Kennesaw, Georgia

125 Townpark Drive, Suite #300
Georgia 30144

Services Beyond Atlanta Retirement Planning

At Trajan Wealth, we offer holistic financial planning to benefit our clients. Check out our personalized Atlanta wealth management services.