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Better yet - Are you ready?
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Clients Say:
"The entire team at Trajan Wealth are extremely professional, knowledgeable in their field and willing to listen to their client while taking time to educate them along the way. I recently became a Widow. My wonderful Husband of 45+ years always took care of everything. Quickly I found myself in need of financial guidance as well as a better understanding of the world of finances. From the very first meeting on I was assisted by a team who very willingly listened to me, answered all of my questions, and took time to explain every scenario to me prior to me making any decision. They continue to check on me and offer explanations and advice along the way. If it had not been for team members like Ruben and Arrin I would not be as confident as I am today in the decisions that I have made. I recommend them to anyone, as they will always listen, advise, and make certain that the portfolio they assemble for you is the best one that meets your every need."
-- Sherry T.
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AVOID COSTLY MISTAKES
Market conditions change quickly and volatility in the market triggers our fight-or-flight instincts. One snap decision could cost you a lot of money. Speaking with a Trajan Wealth advisor can help you from an objective and rational perspective.
Just like hasty decisions, the opposite reaction of not making any moves for a long period of time can also be costly. Market changes add up over time, and if you don’t keep up, your portfolio may not stay aligned with your needs. Our advisors will spot any changes necessary to realign your portfolio.
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. That’s why tax planning is a part of our process.
If you have greater than $75,000 in assets or $100,000 in real estate, it’s crucial to be aware of your state’s probate laws. You want to make sure your loved ones aren’t facing the legal nightmare that is probate. They’ll lose about 5% of your entire estate and 18 months on average, and this can happen if you only have a will.
Did you know?
Nearly half of Americans have yet to begin planning for their retirement years? There are many different aspects of your retirement that should be planned out to help alleviate stress and set you up for a successful and relaxing future.
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