Austin Retirement Planning

These days, more people are moving to Austin to enjoy its weather, culture, and undeniably Texan charm. Of that group, a significant amount of people are choosing to retire in Austin. After all, it’s no secret that this Texas city boasts top-quality healthcare facilities, entertainment options galore, and plenty of green spaces.

Beyond Austin’s culture, Texas’ notoriously retiree-friendly tax breaks offer opportunities to maximize assets, provided you know what you’re doing. Working with Trajan Wealth’s Austin retirement planning specialists and fiduciaries means you have access to exclusive financial resources and expertise that work together towards a comfortable financial future.

Retiring is Easier With the Experts

When thinking about retirement, many people feel overwhelmed at the beginning of the planning process. Working alongside experts makes the whole Austin retirement endeavor easier. Let Trajan Wealth’s Austin fiduciary advisors guide you through critical decisions and potential opportunities, helping you navigate the nuances of:


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

Our Austin fiduciary advisors can talk you through multiple contingency plans so you’re ready for practically anything that might come up. And our in-depth knowledge of Texas tax codes means you’re making the most of tax advantages. Trust us — you want us on your team!

Let Austin do the talking

"There’s a freedom you begin to feel the closer you get to Austin, Texas.”
Willie Nelson

Austin Retirement Planning Services with Trajan Wealth

At Trajan Wealth, we’re proud to serve the people of Austin, Texas, with locations in North Austin and West Lake Hills. Our team is fully committed to your financial well-being, and our approach is built upon a foundation of personalization, education, and open communication. You’re in charge; we’re just here to help you get where you’re going.

Not sure where to get started? Click the icons below to dive deeper into the solutions we provide.

Five Benefits of Planning Ahead for Your Austin Retirement

  • More Freedom in the Future. Planning today means you get to sit back and relax during your hard-earned Austin retirement. Along the way, we’ll manage your investments so you don’t have to worry about making the right decision or timing the market.
  • Protection From Uncertainty. No matter how much we plan, life has a way of changing when we least expect it. A solid financial foundation built and managed by experts can withstand personal, national, and global changes without disrupting your life and livelihood. 
  • Life Beyond Social Security. You deserve to keep as much of your social security as possible. We look through federal and Texas tax codes to make that happen. After all, it’s your hard-earned money!
  • Leave a Legacy. How do you want to be remembered? Strategic retirement planning lets you donate generous contributions to causes you care deeply about, letting your legacy live on.
  • Build Generational Wealth. Leave more assets to your family, building financial well-being for future generations.


You Don’t Have to Go Through It Alone

Working with our Austin financial advisors means you always have a team who can guide you through your financial present as you work towards future goals. From decisions to opportunities, our fiduciaries look for the best plan for you and what you want out of life.

Our tailor-made strategies are designed to maximize your assets, account for economic growth and volatility, and withstand whatever lies ahead.

Take Steps Towards Your Austin Retirement

It’s never too early to begin planning for retirement. From researching 55+ living communities in Austin to imagining the life you want to lead there, the steps you take today pay off in dividends tomorrow.

No matter where you are in the retirement journey, you can take steps to mitigate risks and help control the outcome today. Schedule an in-person or virtual consultation with Trajan Wealth’s Austin fiduciary advisors. We cannot wait to meet you.

Your Wealth Management Austin Advocates

Throughout the process, the Trajan Wealth team offers personalized recommendations that adapt as life changes around you. As your teammates on the financial playing field, we prioritize your timelines, finding opportunities, and navigating portfolio weaknesses with expertise and enthusiasm.

Our communication lines stay open so you feel confident and informed in your portfolio decisions. Ready to begin a new chapter of your financial story? Schedule an in-person or online consultation with our Austin wealth management team; let’s prepare your portfolio for anything.

Trajan Wealth AUstin LocationS

North Austin, Texas

13809 Research Blvd, Suite 500
Texas 78750

West Lake Hills – Austin, Texas

108 Wild Basin Rd, Suite 250
Texas 78746

Providing Smart Austin Financial Services

Are you looking for comprehensive financial guidance? At Trajan Wealth, we don’t stop at retirement planning. Learn more about our Austin estate planning and wealth management services.