Tactical Tips Blog
Latest Financial Tips & News
NEWS
The Power of Compound Interest
Compound interest can be a game-changer when it comes to building wealth, and Trajan Wealth Co-Chief Investment Officer David Busch reveals how to make it work for you! Starting early, even with small amounts, and staying consistent is all it takes to watch your money grow exponentially.
Estate Planning
Gathering and the Importance of the Family Meeting
Retirement Planning
How to Manage Withdrawals Throughout Retirement
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Trajan® Estate, LLC is an estate planning law firm providing legal services in Arizona and Utah and does not provide financial advisory services. Legal services in states outside of Arizona and Utah are provided by independent law firms. Trajan® Estate, LLC’s principals are Kent Phelps and Jeff Junior. Jeff Junior is also a principal of Trajan® Wealth, LLC, an SEC registered investment advisor. Fiduciary advisor not dually licensed as a securities broker and not able to sell securities for a commission. Trajan® Wealth, LLC does not provide legal services. Trajan® Estate, LLC and Trajan® Wealth, LLC have entered into arrangements in which Trajan Estate, LLC refers clients with financial advisory needs exclusively to Trajan® Wealth, LLC, and Trajan® Wealth LLC refers clients with estate planning legal needs exclusively to Trajan® Estate, LLC.
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High Yield Savings account offered by Cantor Fitzgerald Insured Cash Program℠ as an Introducing Party for a deposit bank program. The deposit bank program is established and administered by StoneCastle Cash Management, LLC. Trajan Wealth LLC is not a member of the Federal Deposit Insurance Corporation (“FDIC”) and is acting as an Intermediary. Trajan Wealth is not a bank, does not offer bank deposits and its services are not guaranteed by the FDIC or any governmental agency. Rates are subject to change with or without notice.
