Clients Say:
Vickie D.
Actual Trajan Client
“Extremely happy with this decision.”
Trajan Wealth was very helpful in getting our money invested. They explained exactly what to expect and made it easy for us to understand. Very thankful to Michael Collins for his assistance. Extremely happy with this decision.
Tom and Kris R.
Actual Trajan Client
“Trajan Wealth has been instrumental in preparing us for retirement.”
Trajan Wealth has been instrumental in preparing us for retirement. Our financial planner always listens to our ideas and concerns, then we make a plan together that ensures we are positioned correctly when it comes to market fluctuations.
Theresa B.
Actual Trajan Client
“They have exceeded our expectations.”
We chose Trajan Wealth because of an advertisement on KTAR. We have been with them for about five years. We are very impressed with the level of service that we have received from this firm. Our advisor Tom has kept us informed and made the complicated financial world easier to understand. We highly recommend Trajan Wealth. They have exceeded our expectations. Please note, we are current clients and we were not compensated for this review.
Leah T.
Actual Trajan Client
“We love working with Trajan Wealth.”
We love working with Trajan Wealth. Our advisors explain things well and we’ve been pleased with the results. We highly recommend working with them!
Actual clients, no compensation, no conflicts. Statements were given to Trajan Wealth employees directly, or are taken from Google reviews.
Avoid Costly Mistakes
Put your financial well-being first by getting help to avoiding these common pitfalls. Click for more information.
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.
According to the annual Fidelity Retiree Healthcare Cost Estimate, a 65-year-old retiring in 2023 could spend $157,500 on health care, even with Medicare coverage. Inadequate savings could impact other aspects of your retirement. We can assist with planning for future healthcare expenses within your retirement income strategy.
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.
Since 2012Trusted Fiduciary Advice
Why Trajan Wealth advisors? Starting on a foundation of mutual respect and understanding, we will dedicate the time needed to listen to your goals and educate you on the options. Plus we are an independent firm and not bound to just one line of products or portfolios. We have the ability to customize a portfolio to meet your own unique goals and needs.
Be Prepared For Your Future
Make an appointment for a complimentary consultation with an experienced Trajan Wealth fiduciary.