Smart and One of a Kind

CAN YOU SAY THAT ABOUT YOUR RETIREMENT PLAN?

YOUR RETIREMENT PLAN SHOULD BE UNIQUE

Over 50 and looking for advice on over $100,000 of investable assets?

Join Mike Broomhead, radio personality, and Trajan Wealth for sound retirement advice and dinner at Arrowhead Grill in Glendale.

You and a guest will learn:

  • The major challenges facing every investor in today’s volatile market.
  • What having a trusted fiduciary really means.
  • Why a 1st or 2nd financial opinion can be critical to sustaining 20-40 years of retirement.
  • How Trajan Wealth separates themselves from other wealth management firms.
Mike Broomhead

Reservations are required and seating is limited. There is no sales obligation. 

March 10th,
6:30 pm SHARP

Please fill out the form to RSVP.
We will call you to confirm your seat(s).

Who is Trajan Wealth?

Not Your Average Fiduciary

As an independent registered investment advisory (RIA) firm, Trajan Wealth is devoted to providing individuals in or approaching retirement with targeted asset management to help protect, maintain, and grow their financial portfolios.  

We look at a longer time horizon and incorporate the economic cycle into the tactical considerations of your investments. By aligning more stable asset classes to be the cornerstone of your portfolio, we prevent surprises or serious disruption to your long-term planning goals. An additional portion of assets, based on your customized risk management plan, are used to broaden diversification to enhance your return opportunities.

Vetted By Dave Ramsey

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.

Transparency

We have a straight-forward flat fee pricing for money management. The more you make, the more we make.  Since our interests are aligned, it alleviates any need to sell you costly investments.

Client Focus

We review your risk tolerance level, along with learning about your goals and the timeline for your objectives. By working together, we will develop a plan that reflects your values.

Reserve your seat Today

CALL US At

(480) 990-3300

THen WE'll SEE You There!

8280 W Union Hills Dr, Glendale, AZ 85308

Arrowhead Grill in Glendale

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