Save Time and Money

Don't DIY Your Retirement Income

Modern technology makes investing in your financial future seem easier than ever.  But do you have the time or energy to spend researching and creating the best financial plan for yourself? 

AVOID COSTLY MISTAKES

Emotional decision making

Volatility in the market triggers our fight-or-flight instincts. One snap decision could cost you a lot of money. A financial advisor can help you from an objective and rational perspective.

Imbalanced Portfolio

Market conditions change over time, and if you don’t keep up, your portfolio may not stay aligned with your needs. Your life circumstances change as you age as well. A financial advisor will spot any changes necessary to realign your portfolio.

Poor Tax Planning

When it comes to investing, it’s not what you make that counts. It’s what you keep. There are many different strategies to keep your taxes down, even before retirement, allowing you to save more for the future.

Overwhelming Healthcare costs

According to the Fidelity Retiree Health Care Cost Estimate, an average retired couple age 65 in 2021 may need approximately $300,000 saved (after tax) to cover health care expenses in retirement. As you plan, you need to understand how paying for future health care expenses fits into your overall retirement income planning efforts.

no Estate Plan

If you have more than $75,000 in assets or $100,000 in real estate, it’s important to know your state’s probate laws. Make sure your loved ones don’t experience the nightmare called probate. They will lose about 5% of your entire estate and 18 months on average.

Schedule a Free Consultation

One of our fiduciary advisors will call you to answer your question with no obligations. If there’s a need, we can move forward by scheduling a free consultation to explore the details and your best options.
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Schedule a Free Consultation

Speak to one of our fiduciary advisors. They can answer your questions with no obligation. 

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OR CALL US AT

1 (800) 838-3079

Information is secure and never shared with unaffiliated parties. To review our privacy policy click here. Please note phone calls are recorded for quality assurance.

Your Path to Future Financial Freedom

We'll do the paperwork and guide you STEP BY STEP

1st Step

Schedule your complimentary introductory meeting with a fiduciary advisor. We will answer any questions you have, reviewing your goals, and give you guidance on your investments.

2nd Step

In our follow-up meeting, we go through a detailed fact-finding process. This includes learning more about your specific financial situation so we can tailor a solution for just for you.

3rd Step

Our team will review your current retirement strategy and level of market risk. Then we present you with customized options designed to protect and grow your investments.

WHEN TO CALL THE EXPERTS

If you’re within ten years or less of retirement, now is the best time to make sure you’re ready.  Our advisors have the experience and knowledge to make sure you don’t make these retirement mistakes. Our dedicated team does the research based on your time frame and goals, then invests your money in your best interest. We will work with you to create a portfolio with the ideal balance of risk and safety in order to provide you with ample retirement income.

Our services

Wealth Management

Wealth Management

Trajan Wealth builds and monitors individual portfolios customized to help clients achieve their financial goals.

Financial Planning

From guaranteed income to 401k rollovers, Trajan Wealth is a full-service independent agency.

Estate Planning

Trajan Estate Law Firm enables collaboration between our fiduciary and legal teams to provide a comprehensive services.

Founders Jeff Junior and Kent Phelps

Trajan Wealth CEO Jeff Junior and Trajan Estate CEO Kent Phelps

GET TO KNOW US

Transparency

We have a straight-forward flat fee pricing for money management. The more you make, the more we make. Since our interests are aligned, it alleviates any need to sell you costly investments.

Experience

Trajan Wealth a Registered Investment Advisor (RIA) established in 2012. Trajan Wealth advisors are fiduciaries and not dually registered brokers with a 2nd agenda to make sales. We have helped thousands of people and can help you too.

Commitment

At Trajan Wealth we pride ourselves in maintaining the highest form of integrity and conducting ourselves in an ethical manner for ourselves, our families, our clients, and our community. 

AS SEEN AND HEARD ON

©2021 All Rights Reserved.
*Advisory services offered through Trajan Wealth L.L.C., an SEC Registered Investment Advisor. Fiduciary advisor not dually licensed as a securities broker and not able to sell securities for a commission. Estate Planning services offered through Trajan Estate LLC.