Salt Lake City Retirement Planning

You’ve worked hard for retirement and deserve a plan that respects your efforts and allows you to live stress-free. At Trajan Wealth, our experienced Salt Lake advisors can assist you in creating a customized retirement plan while guiding you through the investment process.

Empowering Your Financial Freedom

Your future is too important to trust with just anyone. When you partner with us, we take a comprehensive approach to your financial investments. During your consultation, we work with you to understand your current financial status and future goals. We then help you develop a customized retirement plan that helps minimize potential risks and safeguard against any unforeseen circumstances that may arise.

Impacts of

Asset Allocation

How You Allocate Your Assets

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When You Take Social Security Income

Medical Costs

Medical Costs &
Long Term Care

The Services You Need. The Team You Trust.

Ready to start planning your future? Click the icons below to understand two of our retirement planning specialties.

Retirement Planning Made Simple.

We understand that retirement planning can be a complex and overwhelming process. We offer a range of services to help you navigate the process and make informed decisions about your future.

  1. Investment Management: Our experienced fiduciary advisors can help you create and manage a diversified investment portfolio that aligns with your retirement goals and risk tolerance.
  2. Tax Planning: We’ll help you minimize your tax liabilities by identifying tax-efficient investment strategies and taking advantage of tax deductions and credits.
  3. Estate Planning: Trust us to assist you in developing an estate plan that protects your assets and family and ensures that your wishes are carried out.
  4. Risk Management: We’ll also help you manage risk by identifying potential threats to your retirement income and taking steps to mitigate them.
  5. Income Planning: Choose us to create a retirement income plan that ensures you have a steady stream of earnings throughout your retirement years.

At Trajan Wealth, we strive to make retirement planning as simple as possible by providing customized solutions that align with your specific needs and goals. Our continuous guidance and support provides you access to the necessary tools and resources to make adjustments and feel secure in the knowledge that your retirement is in capable hands.


SLC Retirement Planning

Are you ready to take the first step in securing your financial future? Trajan Wealth is here to help. Schedule a meeting at our SLC location to start your retirement planning journey.

We promise—your future self will thank you!

Trajan Wealth Salt Lake City Locations

Draper, Utah

13907 Minuteman Dr, Suite 125
Utah 84020

Farmington, Utah

240 E Promontory, Suite 200
Utah 84025

Start Planning Your Future Today

When you partner with Trajan Wealth, you’ll find a comprehensive approach to retirement planning and wealth management, empowering you to make informed decisions and putting you on the path to financial freedom.