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Trajan's Tactical Tips

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

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May Market Review
Investing

May 2022 Market Review

year to date returns in context “When you develop your opinions on the basis of weak evidence, you will have difficulty interpreting subsequent information that contradicts these opinions, even if

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June 8, 2022
Houston Texas neighborhood. Learn more about retiring in this Texas town.
Houston

Retiring in Houston Texas

Whether you’re a lifelong Texan or have always dreamt of moving here, what do you need to know about a Houston retirement? There’s a lot to look into. Finding your

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May 31, 2022
I Bonds: What Investors Need to Know
Retirement Planning

I-Bonds: What Investors Need to Know

Investors looking for diversification during market volatility and high inflation often ask their financial professionals about strategies that may be appropriate for their situation. With the Fed Funds rate near

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May 28, 2022
Senior couple planning their investments with financial advisor
Retirement Planning

5 Mid-Year Financial Review Tips

Halfway through the year is an essential time to examine your financial situation and determine if you need to make any changes to your strategies or increase contributions. A mid-year

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May 24, 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.”