Match Your Retirement Goals with Our Knowledge
You don’t need to be close to retiring to start a discussion with our Houston retirement planning experts at Trajan Wealth; after all, planning for your financial future takes into account many factors, including:
Impacts of
Inflation
How You Allocate Your Assets
When You Take Social Security Income
Medical Costs & Long Term Care
We know it’s a lot to think about—that’s why we’re here! Let our Houston fiduciary advisors help you craft multiple income plans so you’re ready for changes that come your way. We’ll utilize our knowledge and access to Houston financial resources to ensure you stay caught up with any changes to state and local laws.
Trajan Wealth Retirement Planning Services in Houston
Click below to learn more about our solutions you can access at one of our three locations. Our Houston fiduciary advisors will listen and learn about your needs before making recommendations to maximize your Houston retirement.
Retirement Income Planning
Trajan Wealth offers retirement income planning services, which starts with an in-depth understanding of your short and long term goals.
Annuities
Trajan Wealth offers professional annuity services to help you when it's time to build a secure retirement income plan.
Why Planning for a Houston Retirement Today Is Important for Tomorrow
- It’s Time to Enjoy Life. Experience this time in your life without past worries, like work or finances. After all, there are fish to catch in the gulf, sights to see at the Space Center, and classic Texas sunsets to enjoy. It’s time to start building a solid plan today so you can get there!
- Life Can Still Get In the Way. A lot can happen between now and your final retirement in Houston. We’ll provide you with a few options to help you navigate all the chances—both personally and economically—that are yet to come.
- It’s Important to Go Beyond Social Security. You’ve worked hard for your social security benefits. Our Houston fiduciary advisors at Trajan Wealth want to ensure you stay comfortable and ready to take in all Houston offers throughout retirement.
- Pass the Rewards on to Your Family. Part of Houston retirement planning involves taking any burden off your family. Additionally, planning now ensures all your hard work with your wealth management keeps your family comfortable for future generations.
- Preserve Your Legacy. Hoping to support your family? Dreaming of donating to a beloved cause? Proper retirement planning helps establish the legacy you’ll leave behind with your family and the Houston area you love.
As Seen And Heard On
When Should I Start Planning For My Houston Retirement?
You can do a few things right now to plan for your retirement. First, think about your goals (where in Houston you want to live, if you want to travel, how much you want to provide for your children or grandchildren) and mitigate your risks. It’s important to remember that the global market can be disrupted at any time by factors like rising health care or inflation. We’ll help you navigate through it.
Whether your Houston retirement is decades in the future or creeping up quickly, we can ensure you feel confident about this financial journey. Reach out to us to begin your free consultation with the Houston fiduciary advisors at Trajan Wealth today.
Visit our Houston 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 Houston
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.
