Education Center

We believe that education can lead you to financial stability and the preservation of what really matters most in life.

Ready to reach your goals?  Our educational resources are here for you and don’t hesitate to contact us with questions.

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Trajan Wealth eBooks

Education from experts in plain English

Annuities Unmasked Free eBook

FREE eBook:

This comprehensive ebook is a straightforward guide to understanding how annuities work, the various types of annuities, and the questions to ask before purchasing one.

60

Minutes

Ever wonder if you’ve done enough to protect your family financially?  CEO and attorney Kent Phelps has seen all types of situations in over 20 years of practice. This guide covers the top seven estate mistakes that are most common and costly. And, most importantly, how you can avoid them!

35

Minutes

Videos

Our concise videos featuring CEO Jeff Junior.  Please note these are best viewed on a desktop.

Visit our library

"How Much More?"
Retirement planning video series

Inflation & How To Minimize its effects

Should I Give The House To The Kids?

Check out these videos and much more! 

Our Blog: Tactical Tips

From estate planning to budgeting, our blog covers common financial questions. We also feature monthly macro trends with our Chief Investment Officer.

The Latest PostS:

Relationships and money illustration
Education

Our Relationship with Money

With Valentine’s Day approaching, it’s a good time to reflect on our relationships. One crucial relationship we often overlook is our relationship with money, which affects every part of our lives. Here are some tips to improve it.

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Taxes

Social Security and Taxes: What Investors Need to Know

Understanding the relationship between Social Security (SS) and taxes is essential for retirement income and tax planning. Knowing how these factors interact is key for effective financial management in later life. Read our quick overview to see if your benefits might be taxable!

Read More »

Whitepapers

When you need good info consolidated… Without ads.

10 Tips to get your finances in order

These tips will get you back on track with your finances.

HOW TO LOCATE YOUR OLD 401(K)

Tips to track down your old 401(k)'s for more control.

4 Things About Inflation

From how it's measured to its impacts on Social Security.

9 Things About Social Security

It's big. It's complicated. You need to know the basics.

How Sequence of returns risk affects retirement

Does the 4% rule still make sense? Review your withdrawal rate.

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.”