PLAN TO REACH YOUR GOALS
Wealth Management
Our fiduciary advisors take a unique approach, getting to know you personally. Your portfolio is custom-tailored to your specific goals and timeline, ensuring a personalized and effective financial plan.
- Custom Design Portfolios
- 401K Rollovers
- Private Equity Investing
- High yield savings
MAKE IT LAST
Retirement Planning
We develop a personalized strategy to ensure your financial security and stability throughout retirement. This involves assessing your income needs, expenses, Social Security benefits, and potential investment growth. We then align your portfolio with your long-term goals to help you achieve a comfortable retirement.
PROTECT WHAT YOU’VE WORKED FOR
Wealth Protection
Guaranteed income for life. Tax-deferred growth. Security.
Our advisors can assist you in determining if an annuity, life insurance, or asset protection options fit your needs – and give you access to foremost products available.
- Annuities
- Life Insurance
- Asset Protection
BOOST YOUR BOTTOM LINE
Tax Planning & Prep
Our tailored strategies, including tax-loss harvesting and capital gains optimization, help you keep more of your earnings while staying compliant with tax laws. Let us show you how effective tax planning can improve your financial future.
SECURE YOUR LEGACY
Estate Planning
Protect your loved ones and your assests with expert estate planning! From wills and living trusts to tax-efficient strategies, we’ll help you design a plan that honors your wishes and preserves your wealth.
- Living Trusts And Wills
- Estate Tax Planning
- Elder Law*
*Currently this service is available to Arizona residents only.
BUILD YOUR BUSINESS BETTER
Small Business Services
Whether you’re looking for personal investment options or comprehensive 401(k) plans for your employees, Trajan Wealth is here to help you succeed! Our team also specializes in business legacy planning, partnering with expert estate attorneys to secure the future of your business.
A Team You Can Rely On
Your financial future is unique to you, but you don’t have to navigate it alone. We offer comprehensive support, reliable advice, and a diverse range of services to help clients stay on track, even when markets are volatile or life presents unexpected challenges. Schedule a complimentary appointment to speak with a fiduciary advisor.
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Latest Financial Tips & News
NEWS
AI Disruptions, Tariff Tensions, and Fed Uncertainty
January 2025 marked a volatile yet positive start to the year. Investors now face fresh challenges from AI disruptions, tariffs, and shifting Federal Reserve expectations.
Estate Planning
Gathering and the Importance of the Family Meeting
Retirement Planning
How to Manage Withdrawals Throughout Retirement
