Are you excited
for your future?

Better yet - Are you ready?

Don't put off your
retirement plan!

Last-minute decisions can lead to more than just second-guessing yourself. It can lead to stress and missed opportunities.
Education and planning are your best bet for accumulating more money for your retirement. But do you have the time or energy to put into researching and creating the best financial plan for yourself? Why not get a free 2nd opinion?

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

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.

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.

Trusted Fiduciary Advice

Since 2012

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.

All Under One Roof

Retirement, tax and estate planning go hand in hand. We are proud to offer these services together, in one place, to save you time.

Be Prepared For Your Future

Make an appointment for a complimentary consultation with an experienced Trajan Wealth fiduciary.

As seen and Heard On

*Actual client, no compensation for testimony. No conflicts. Statements given to Trajan Wealth employees directly or Google reviews.Click here to see our Google profile.