Phoenix Wealth Management
Inspire your wealth with our custom design portfolios, aligning your timelines and tolerance level with low-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.
Plan For Brighter DaysWith 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.
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Arizona Retirement FAQs
Have a question that hasn’t been answered? Contact our team!
*Private equity may require accreditation.*
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.
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.
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.
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Trajan Wealth in the Phoenix Area
Are you ready to take control of your financial future? Our complimentary introductory meetings can be done virtually or in person at one of our Phoenix locations.
