Customize A Plan
That works for you
Why get professional help on your retirement plan? To answer that, let’s start with a different question. One we hear a lot: How much money do I actually 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, or buying a second home in a foreign country, or helping pay for your grandkids’ college tuition? Different goals, clearly, will require different incomes and planning with care.
Build Your retirement plan with Expertise You Can Trust
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.
We can review your risk tolerance level, along with learning about your goals and the timeline for your objectives in free consultations. By working together, we will develop a custom retirement plan that can handle life’s ups and downs.