Houston Retirement Planning

With its bustling arts & food scene and beautiful weather, there are many benefits to retiring in Houston. And by working with our Houston fiduciary advisors at Trajan Wealth, you’ll have access to financial resources to help you grow your money now and maintain a steady income after you’re done working.

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

Asset Allocation

How You Allocate Your Assets

line drawing of a building

When You Take Social Security Income

Medical Costs

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 changes.

Trajan Wealth Retirement Planning Services in Houston

Click an icon below to learn more about our solutions you can access at our Sugar Land and Woodlands locations. Our Houston fiduciary advisors will listen and learn about your needs before making recommendations to maximize your Houston retirement.

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.


Retiring in Houston? We're With You All the Way

We’re offering our Houston financial resources to you at Trajan Wealth so you never have to go it alone. Our experienced Houston fiduciary advisors in Sugar Land or The Woodlands listen to your questions and offer a pathway to your dreams. With an in-depth understanding of your current financial situation, we’ll build a strategy based on educated, realistic options in the Houston area that align with your goals and circumstances and our ever-changing world.

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 Office

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

Sugar Land, Texas

2245 Texas Dr, Suite 300
Texas 77478

The Woodlands, Texas

1790 Hughes Landing Blvd, Suite 400
Texas 77380

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.