Trajan Wealth

Your retirement plan

Customized to fit you

Free and Confidential Consultation on your investments

As SEEN AND HEARD ON

Forbes
KTAR
AZ Sports
Oldies
Moving America Forward

Customize Your Plan

WITH A Local FIDUCIARY ADVISOR

It’s a common question: How much money do I need to retire?

It’s a seemingly simple question, but actually one that illustrates the complicated task that retirees face. Just like there is no one tool that can help you build a sound retirement plan, there is also no “magic number” that will let you know you have enough to retire.

There are many factors that affect how long your money will last, and therefore how much you need. But in addition to those things, your ideal retirement income amount is determined by your personal goals for retirement. 

Do you plan on downsizing, moving to a small cabin on a mountain lake and spending the next 30 years fishing, or do you have your heart set on traveling the world, buying a second home in a foreign country, or helping pay for your grandkids’ college tuition?  Different goals, clearly, will require different incomes and a customized plan.

Call Us At

(480) 990-3300

We would be honored
to answer your questions

Our Services

Wealth Management

Trajan Wealth builds and monitors individual portfolios customized to help clients achieve their financial goals.

Financial Planning

No two retirement plans are the same. That's why Trajan Wealth offers guidance on an array of financial objectives.

Annuities & Much More

From higher potential returns with guaranteed income to wills and trusts, we're a full service independent agency.

We are vetted
by Dave Ramsey

Dave Ramsey is one of America’s most trusted voice on money and business matters. He is a personal money-management expert, radio personality, and author of numerous books. We are excited to be part of the SmartVestor program because Dave’s beliefs about financial education and retirement planning are rooted in the same beliefs as Trajan Wealth. By having the heart of a teacher, and not of a salesman, we dedicate the time needed to listen to your goals and educate you on your investment options.

SmartVestor

Our Valley Locations

(480) 990-3300

Scottsdale

7702 E Doubletree Ranch Rd, #100
Scottsdale, AZ 85258

Gilbert

3303 E Baseline Rd, #101
Gilbert, AZ 85234

Goodyear

1616 N. Litchfield Rd, #A-135
Goodyear, AZ 85395

Peoria

16165 N 83rd Ave, #200
Peoria, AZ 85382

© 2019 All Rights Reserved.

*Advisory services offered through Trajan Wealth L.L.C., an SEC Registered Investment Advisor. Fiduciary advisor not dually licensed as a securities broker and not able to sell securities for a commission.

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