Finding a Financial Advisor in Tucson, AZ

Tucson’s great weather, low cost of living, and rich history has made it a desirable place to live for people still at work and those who are recently retired. Perhaps you moved to Tucson, Arizona, to escape the stresses of your previous years. If so, now may be a great time to start taking care of everything you’ve earned and add to the peace of mind you came looking for. By working with our Tucson financial advisors at Trajan Wealth, you’ll discover great opportunities for investing, retirement planning, and more.

Explore Our Tucson Financial Services at Trajan Wealth

The first thing you’ll notice about how we do business is the end-to-end strategy we provide for your assets. Most other firms in the area can’t offer the same services under one roof as we do at Trajan Wealth. As one of the first hybrid firms in the nation, we’ll plan out your retirement behind advisors and attorneys who work together while keeping your best interests in mind.

With our unique business structure, you’ll always get tailored fiduciary advice after informing us of all your goals for retirement. When it comes to investing, our independence allows us to customize your portfolio to meet your family’s needs and goals.

We also love to educate; we think it’s one of the best ways to build the relationships we strive for at Trajan Wealth. Before setting up a meeting with one of our Tucson fiduciary advisors, we encourage you to visit our online Education Center for blogs, webinars, eBooks, and more. You don’t need to know a single thing about investing or estate planning to start a discussion with us, though we feel that once you learn a little more, you’ll be just as passionate as we are about building a solid plan.

Why Choose a Fiduciary for Money Management?

We know you have plenty of options when it comes to selecting a financial advisor in Arizona. You could go with a broker or traditional financial advisor, though you may be at the mercy of investments for which they receive a commission or other form of payment.

On the other hand, fiduciary advisors have a legal and ethical duty to put your best interests above their own. Moreover, you’ll discover that our fiduciary advisors aren’t dually registered as brokers. That’s the foundation we’ve built at Trajan Wealth, and it’s been a successful one for over a decade.

Our transparency and independence as an Arizona financial advisor firm extend to our straightforward, flat percentage fee for your money management. If any conflicts of interest arise, we’ll be sure to disclose them.

Getting Started on Retirement Planning

Lately, reasons for retiring may go beyond simply reaching a certain age. For many, other life events have become a factor. A recent Federal Reserve economic well-being report showed that 29 percent of their survey respondents retired due to a health problem, while 15 percent needed time to care for another family member. An additional number stated they needed to retire simply due to a lack of work available.

With these statistics in mind, getting your financial situation sorted early is key. While it may feel like you have all the time in the world to get started on your retirement or estate planning, you can never be too sure when you’ll need to take a step back and live off other means of income.

Our Tucson financial advisors at Trajan Wealth listen to you about your current situation and financial needs. As one of the first firms in the nation to offer both wealth and estate planning together, we’ll help you save time & effort and start growing your investments right away.

Our Services

  • Retirement Planning. Whether it’s setting up a future income stream or learning more about annuities, your dreams for retirement will become our focus for planning.
  • Comprehensive Estate Planning. Starting with a complimentary consultation, you’ll learn how living trusts, estate tax planning, and asset protection planning work to protect your family going forward.
  • Investing. With core philosophies that include low expenses, manager tenure, and tax efficiency, our security selection process provides you with a diversified portfolio unlike any other you’ll find with our competitors.
  • Elder Law Services. We’re not just a wealth management firm; our on-site attorneys at Trajan Wealth provide a comprehensive way to include long-term care planning with your money management.

Trajan Wealth is Your Ideal Financial Advisor in Tucson, Arizona

Schedule your free consultation with our Tucson office today and get started on retirement or estate planning with your long-term goals in mind. We’ll set you up with one of our fiduciary advisors, bound by law to act in your best interest. 

We offer virtual or in-person meetings at the La Paloma Corporate Office near the beautiful La Paloma Country Club. We truly cannot wait to get to know you better.

Schedule an appointment with our Trajan Wealth team today. 

© 2024 Trajan® Wealth LLC. Nothing in this blog is intended as investment advice, nor is it an offer to buy or sell any security. Please consult your financial advisor for questions about your personal financial situation. All investments involve risk, including the potential for loss. Trajan Wealth clients and employees may have a position in any of the securities mentioned. Portfolio holdings and other data are subject to change at any time and without notice. Additionally, the above links provided as a convenience and for informational purposes only; they do not constitute an endorsement or an approval by Trajan Wealth, L.L.C., of any of the products, services or opinions of the corporation or organization or individual. Trajan Wealth, L.L.C., bears no responsibility for the accuracy, legality or content of the external site or for that of subsequent links. These materials are for informational and educational purposes and are not designed, nor intended, to apply to any person’s individual circumstances. It does not take into account the specific investment objectives, tax and financial condition, or particular needs of any specific person. Please consult with your legal and/or tax advisor before making any tax-related decisions.