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Trajan's Tactical Tips

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

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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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June 29, 2021
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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June 9, 2021
Home ownership
News

Is Now the Best Time to Buy a Home?

June is Home Ownership Month, and many Americans may be contemplating if now is the best time to buy a home.  Homeownership can provide benefits to families, neighborhoods, and communities

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June 1, 2021
The Sandwich Generation
Retirement Planning

The Sandwich Generation

A Growing U.S. Concern As the U.S. population continues to age, the “sandwich generation” is caught in the middle, supporting both their parents and their children, whether financially, physically, or emotionally. This generation is the

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June 1, 2021
Weighing The Options
Annuities

Annuities: Pros and Cons

If you’ve started to plan for your future, then you’ve likely come across an annuity. There are some appealing advantages, but they are complex and some have drawbacks to watch

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May 25, 2021
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.”