You're Moving onto Better Things...

Shouldn't your 401(k) too?

Have you been offered a buyout, layoff, fired, pressured to resign, or simply moved on to a better opportunity? We know the last thing on your mind is moving your 401(k). Here at Trajan Wealth, we create a custom strategy to secure your accounts and make them work for you.

Contact us

Schedule a free consultation with a fiduciary advisor today!

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TYING UP LOOSE ENDS

After leaving a company, your 401(k) doesn’t automatically move with you. Not only is it your most valuable retirement asset, but deciding where it should go next is essential to your financial security.

To rollover

You protect your money's tax-deferred growth and you are in a optimal position for your current and future goals.

to not rollover

You've given yourself a surprise tax bill, potential IRS penalties, or robbed yourself of potential future wealth.

GET ANSWERS

FROM TRUSTED FIDUCIARY ADVISORS

  • What should I do with the retirement plan at
    my old employer?
  • Do I have to move it?
  • Where should I put it?
  • Will I owe taxes on it if I move it?
  • What kind of IRA do I need?
  • How do I turn it into retirement income?

CALL US AT

1 (800) 838-3079

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OUR SPECIALTY IS IN 401(K) & COMPANY PLAN ROLLOVERS

It is encouraged to rollover your plan otherwise you will miss out on potential contributions. Even worse, your old company could go out of business or acquire new ownership and your money can be stuck in litigation for an indefinite amount of time. Not sure where to start? Our team can assist with the rollover process, provide insights on how to best optimize your financial planning for future security, and answer any questions you may have. 

GUIDING YOU EVERY STEP OF THE WAY

Step one

Setup an appointment with a fiduciary advisor so we can get to know you and your future financial goals.

Step two

In our follow-up meeting, we go through a detailed fact-finding process to determine the best route for you.

Step three

Our team reviews your retirement strategy and presents you with options to protect and grow your investments.

Trusted Fiduciary Advice Since 2012

Trajan Wealth fiduciary advisors prioritize their client’s needs above all else. We always put clients’ best interests first and have provided guidance to thousands of clients in their financial planning.

AS SEEN AND HEARD ON

Ready to get started?

Ms Marti Bryant

Ms. Marti Bryant

FIDUCIARY ADVISOR

Marti has over 12 years as a fiduciary advisor specializing in working with people close to retirement or already retired. Her primary focus is on creating income plans that maximize their benefits in the most tax-efficient manner. In fact, Marti always considers taxation when advising clients. 

Understanding her client’s temperament for risk, Marti helps design customized and trackable plans. Working at Trajan Wealth suits her because “being a fiduciary advisor allows me to offer unbiased advice without an agenda or judgment.” She takes a lot of time to learn about her clients. “I learn their hopes and dreams, what they want their life to include, and if they want to leave a legacy when they pass. What is important to them allows me to build a financial plan that is much more meaningful.”

Her approachable personality comes along with high-powered credentials. Over the years, Marti has had many speaking engagements and co-hosted a financial talk radio show on 105.1FM, “The Big Talker.”