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Trajan's Tactical Tips

A blog for everyday financial tips, Trajan news updates, and more

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Annuities

Market Volatility

Why Now May Be an Optimal Time to Invest or “Sit Tight“ COVID-19, inflation and a Ukrainian/Russian war have contributed to stock market declines in recent weeks. As market sectors

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March 28, 2022
Hands typing on a computer. Take care of your financial spring cleaning this year!
Education

Financial Spring Cleaning

While you mop your floors and dust your curtains, springtime is also the perfect time to inspect and clean up your finances. Financial spring cleaning prepares you for tax season

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March 8, 2022
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General

Making Wise Investments in Houston

Now is the time to invest in your financial future. And growing your financial portfolio is easier when you get the experts involved. Our team of Houston fiduciary advisors creates

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February 28, 2022
Patience during geopolitical tension
Investing

Stock Market Volatility

Staying the course through geopolitical turbulence Just as we thought everything was coming back together again, another potentially portfolio-damaging crisis – one in the form of geopolitical tensions – has

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February 25, 2022
Ms Marti Bryant

Ms. Marti Bryant

FIDUCIARY ADVISOR

Marti has over 12 years as a fiduciary advisor specializing in working with people close to retirement or already retired. Her primary focus is on creating income plans that maximize their benefits in the most tax-efficient manner. In fact, Marti always considers taxation when advising clients. 

Understanding her client’s temperament for risk, Marti helps design customized and trackable plans. Working at Trajan Wealth suits her because “being a fiduciary advisor allows me to offer unbiased advice without an agenda or judgment.” She takes a lot of time to learn about her clients. “I learn their hopes and dreams, what they want their life to include, and if they want to leave a legacy when they pass. What is important to them allows me to build a financial plan that is much more meaningful.”

Her approachable personality comes along with high-powered credentials. Over the years, Marti has had many speaking engagements and co-hosted a financial talk radio show on 105.1FM, “The Big Talker.”