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Trajan's Tactical Tips

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

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Business

Asset Protection 101: A Guide for Women Entrepreneurs

Women-owned businesses in the U.S. number over 12 million and tend to outperform male-owned businesses in terms of revenue, job creation, and company performance. They employ over 11 million people. Regardless of industry, asset protection is crucial for women entrepreneurs to safeguard personal and business assets and ensure business continuity.

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September 21, 2024
Investing

August 2024 Market Review

Waiting for the impact of FOMC’s anticipated rate drop? Our CIO covers the tailwinds that might make it more of a non-event. Read our August Market review.

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September 11, 2024
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Retirement Planning

A Long-term Care Guide for Singles

Long-term care (or LTC) is a significant part of financial and retirement planning. If you are single, here’s a helpful guide on navigating certain LTC decisions. Inform and prepare yourself by reading more!

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August 20, 2024
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News

A Recap of 2024 Retirement Savings Legislation

The landscape of retirement savings in the U.S. is experiencing crucial changes due to newly enacted legislation for 2024. These changes seek to enhance the flexibility of retirement savings accounts and transform how Americans prepare for retirement. Here’s what you need to know!

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August 20, 2024
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.”