Double Your Retirement
Income

There Are Annuities Available That Will Double Your Money In 10 Years and use that money to provide lifetime income.

While we’ve had a good run in the stock market, consider the benefits of a well-structured annuity for a portion. An annuity is the only product available that will guarantee an income for your entire life, many have low fees and they will all grow tax deferred.

PROTECTION

Investors are protected against market losses and guarantees a minimum monthly payment.

LOW FEES

The majority of annuities that Trajan Wealth uses have fees of 1% or less per year.

TAX DEFERRED

Unlike CD's and savings accounts, annuities grow tax-deferred for potential savings.

INHERITANCE

You won't forfeit the principle. Your beneficiaries will inherit your principal when you pass.

GET ANSWERS

WITH NO OBLIGATION

  • Is an annuity right for you? 
  • How do annuities work?
  • Why invest assets into an annuity vs. a mutual fund or ETF?

CONTACT US

SPEAK WITH A FIDUCIARY ADVISOR
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Jeff Junior CEO Trajan Wealth

WE SPECIALIZE IN CUSTOM RETIREMENT INCOME PLANS

Today’s longer retirement comes with a number of inherent risks that we have to consider. That includes rising health care costs, inflation, and higher taxes. Plus concerns about an increasingly unpredictable global market and future of the Social Security program.  

The only good retirement plan is one that protects and provides for you for the rest of your life, and in order to do that, your plan must mitigate these risks.   Clients are often seeking guidance on an array of financial risks, including experiencing protection against investment losses and how to guarantee sufficient income to meet rising costs.  

You just need to create a plan based on your personal goals, assets, and expenses that also takes into account all of the potential risks of a long retirement.  And here’s good news: we can do exactly that. 

Trusted Fiduciary Advice Since 2011

Trajan Wealth advisors are fiduciaries and not dually registered brokers with a 2nd agenda to make sales. That means we put clients’ best interests first always. We’ve helped thousands of clients to protect their future and grow their investments.

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HELPING YOU WEIGH OPTIONS

Annuities can function as a strategic part of your retirement plan, helping you plan for financial challenges. However, there is no one size fits all retirement plan and no one annuity that’s the best for everyone. Every retirement plan and retiree is different, with different personalities, goals and worries. Some people are more risk-averse, for example, or simply have fewer assets and therefore are less comfortable with putting those assets at risk. Other people have amassed enough assets that they are less worried about the risk, perhaps. You have to know yourself and what will make you comfortable, because who wants a retirement filled with worry?

HELPING YOU WEIGH OPTIONS

Annuities can function as a strategic part of your retirement plan, helping you plan for financial challenges. However, there is no one size fits all retirement plan and no one annuity that’s the best for everyone. Every retirement plan and retiree is different, with different personalities, goals, and worries. You have to know yourself and what will make you comfortable, because who wants a retirement filled with worry?

A STRESS-FREE PROCESS TO PROTECT your money

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

First Step

Schedule a short call with a fiduciary advisor. We will answer any questions you have, review your goals, and give you guidance on what may be the best options for you.

Second Step

In our follow-up meeting, we enter a detailed fact-finding process. This includes learning more about your specific financial situation so we can tailor a custom solution.

Third 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.

GET INFORMATION WITH NO OBLIGATION

©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.

Annuity guarantees are based on the claims paying ability of the issuing insurance company.  Any examples provided are hypothetical.  Annuities are issued with prospectus and sales brochures and should be reviewed carefully before investing as features and benefits vary.