Dallas-Fort Worth Retirement Planning

Are you on track to cover your retirement expenses with your current rate of savings? Are you making the most of the programs at your disposal? Should you diversify your portfolio? How about the volatility of the current market?

Our Dallas-Fort Worth fiduciaries can help answer these questions and guide you through even more difficult ones, all to set you up for a comfortable Texas retirement, from the optimal retirement age in Texas to the nuances of the Texas retirement system. Avoid unnecessary fees or costly missteps with our guidance.

Retire the Way You Want

Planning for a successful Dallas-Fort Worth retirement doesn’t happen overnight. The Texas fiduciaries at Trajan Wealth are by your side to help you navigate the nuances of retirement planning with strategies that account for global and local economic disruptions, tax code updates, and life events.

Here are just a few stressors that we help our clients successfully navigate:


Impacts of

Asset Allocation

How You Allocate Your Assets

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When You Take Social Security Income

Medical Costs

Medical Costs &
Long Term Care

Dallas Retirement Planning Services

Our financial planning services are designed to put your worries at ease. With a dedicated team by your side, you’ll make the most of your current and future opportunities to build toward the Texas retirement you deserve. With open and transparent communication, our passionate fiduciaries answer your questions, including how much you need to comfortably retire in Texas.

Leave the Hard Work to the Experts

With such an important stage of life coming up, let the experts take the reins. Our Dallas-Fort Worth financial advisors understand building effective retirement planning strategies right here in Texas, offering informed guidance aligned with your timeline, preferences, lifestyle, and risk tolerance. Your best interests are at the heart of everything we do. Put simply, when you grow, we grow. That’s our motto, and we’re sticking with it.


Tailored Tax Advice You Can Count On

You want to keep as much of your hard-earned money as possible. You can trust our Dallas-Fort Worth fiduciaries to utilize the state’s unique tax benefits for retirees, including Texas’s tax relief programs for seniors.

We also understand the best ways to navigate Texas’s elevated property and sales tax rates to your advantage. With our help, you’ll avoid mistakes or missed opportunities that, unfortunately, impact too many retirees.

Plan for Your Dallas-Fort Worth Retirement

Travel the world, spend much-deserved time with loved ones, leave a legacy you’re proud to call your own. No matter how you envision your Dallas-Fort Worth retirement, our Texas retirement specialists work right alongside you to make it happen.

From initial introductory conversations to annual account updates, Trajan Wealth is with you all the way. Meet our Dallas retirement team at one of our multiple Texas locations, or schedule a virtual appointment to get started.

Visit our Dallas-Fort Worth Offices

If you’re looking for help with retirement planning in Texas, look no further than Trajan Wealth. Complimentary introductory meetings are available virtually or in person at one of our Texas offices. Ready to get started? Schedule an appointment with our team.

Trajan Wealth Locations in the Dallas area

Arlington, Texas

2000 E Lamar Blvd, Suite 600
Texas 76006

Fort Worth, Texas

1751 River Run, Suite #200
Texas 76107

Frisco, Texas

5285 Dallas Pkwy, Suite 410
Texas 75034

Southlake, Texas

550 Reserve St, Suite 190
Texas 76092

McKinney, Texas

2150 S. Central Expressway, Suite 200
Texas 75070

Even More Services from Trajan Wealth

Our fiduciaries don’t stop at retirement planning. We also offer comprehensive and effective estate planning and wealth management services.