Join the Trajan Wealth fiduciaries for sound retirement advice and dinner. Or sign up for a virtual appointment and qualify to receive a gift certificate since you’re missing dinner.
You and a guest will learn:
Reservations are required and seating is very limited. The restaurant is following CDC safety guidelines.
October 15th at Sullivan’s Steakhouse in Tucson, Arizona
or November 17th at Mahogany Prime Steakhouse in Oklahoma City, OK
Get your financial questions answered one on one over the phone or virtually.
As an independent registered investment advisory (RIA) firm, Trajan Wealth is devoted to providing individuals in or approaching retirement with targeted asset management to help protect, maintain, and grow their financial portfolios.
We look at a longer time horizon and incorporate the economic cycle into the tactical considerations of your investments. By aligning more stable asset classes to be the cornerstone of your portfolio, we prevent surprises or serious disruption to your long-term planning goals. An additional portion of assets, based on your customized risk management plan, are used to broaden diversification to enhance your return opportunities.
We are excited to be part of the SmartVestor program because Dave’s beliefs about financial education and retirement planning are rooted in the same beliefs as Trajan Wealth.
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.
We review your risk tolerance level, along with learning about your goals and the timeline for your objectives. By working together, we will develop a plan that reflects your values.