phoenix Financial Advisors
Welcome to Trajan Wealth Phoenix
Trajan Wealth Locations in Phoenix
Scottsdale, Arizona
18700 N Hayden Rd, Suite 470
Arizona 85255
Gilbert, Arizona
3303 E Baseline Rd, Suite 101
Arizona 85234
Goodyear, Arizona
1616 N Litchfield Rd, Suite A-135
Arizona 85395
Peoria, Arizona
16150 N Arrowhead Fountains Center Dr, Suite 245
Arizona 85382
Phoenix Wealth Management
Elevate your wealth with our custom design portfolios, aligning your timelines and tolerance level with low or no-cost investments. We can cover everyday solutions like 401(k) rollovers, to offering more exclusive investments in private equity offerings.*
Phoenix Retirement Planning
Phoenix is among the most sought-after places to retire in the United States. So, let’s make a plan that gets you there, no matter what the future holds, including social security advice and income planning.
Phoenix Estate Planning
Have you thought about the future of your estate? From creating living trusts to navigating complicated estate taxes, our team helps you leave a lasting legacy.
Hear from our phoenix Clients
We love helping our clients reach their financial goals
Actual clients, no compensation, no conflicts. Statements were given to Trajan Wealth employees directly or are Google reviews.
Plan for brighter days with an arizona retirement
If you have your eye on an Arizona retirement, we’re here to make it happen! Whether in the near future or many years down the road, it’s never too early to get a handle on your financial planning.
Schedule a complimentary consultation where our Arizona fiduciaries will get to know you and your goals, answering even your most-nuanced questions. Then, we’ll lay out the strategies designed to work in your favor.
Schedule Your Appointment
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Arizona Retirement FAQs
How much does it cost to retire in Phoenix? It depends on so many factors, including your lifestyle and needs. Our retirement planning services can help determine what set-up you’ll need to enjoy the life you want.
Why do so many retirees move to Arizona? Well, for one, there’s plenty of sunshine here in Arizona. But beyond that, Arizona is a tax-moderate state. Our Phoenix fiduciaries can help you maximize your assets for a comfortably sunny retirement.
Can you freeze property taxes in Arizona? The Senior Property Valuation Protection Option (Senior Freeze) is offered to Arizona residential homeowners who are 65 or older and meet certain criteria related to income, ownership, and residency. This program will freeze the Limited Property Value of your property for three years, regardless of whether property values increase or decrease. This is one of the reasons why retirees choose to move here to enjoy their golden years.
Have a question that hasn’t been answered? Contact our team!
*Private equity may require accreditation.*