Trajan's Tactical Tips

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

Taxes

Social Security and Taxes: What Investors Need to Know

Understanding the relationship between Social Security (SS) and taxes is essential for retirement income and tax planning. Knowing how these factors interact is key for effective financial management in later life. Read our quick overview to see if your benefits might be taxable!

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Cryptocurrency is a new digital form of money that has both advantages and disadvantages.
News

What to Know About Cryptocurrency

Have you been hearing words like cryptocurrency and Bitcoin recently or seen others talking about investments in online currency? At Trajan Wealth, we have the lowdown on what cryptocurrency is

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Two older people sitting on a bench looking out at the beach.
Retirement Planning

Types of Retirement Plans

Whether you are nearing retirement or just starting to plan, knowing the different types of retirement plans out there can help you strategize. There’s a lot to consider when it

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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.”