CHECK YOUR STRATEGY

Review your investment & retirement plan

Last-minute decisions can lead to more than just second-guessing yourself. 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?

Call 1 (800) 838-3079
To Start

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Schedule your FREE call today

One of our fiduciary advisors will call you to answer your question with no obligations. If there’s a need, we can move forward by scheduling a free consultation to explore the details and your best options.
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AVOID COSTLY MISTAKES

Put your financial well-being first by getting help to avoiding these common pitfalls.

How Emotions Affect Decision Making

Market conditions change quickly, and a lot can happen during a year. Volatility in the market triggers our fight-or-flight instincts. One snap decision could cost you a lot of money. A financial advisor can help you from an objective and rational perspective.

IMBALANCED PORTFOLIO

Just like hasty decisions, the opposite reaction of not making any moves for a long period of time can also be costly. Market conditions change over time, and if you don’t keep up, your portfolio may not stay aligned with your needs. Your life circumstances change as you age. A financial advisor will spot any changes necessary to realign your portfolio.

POOR TAX PLANNING

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.

OVERWHELMING HEALTHCARE COSTS

According to the Fidelity Retiree Health Care Cost Estimate, an average retired couple age 65 in 2021 may need approximately $300,000 saved (after tax) to cover health care expenses in retirement. You might need this much money saved for health care expenses alone. But if you don’t save enough for health care expenses, it could mean you’ll be unable to afford other things like traveling or taking care of grandchildren.

So how much should you save for health care expenses? We’ll help you build a plan for future health care expenses that fits into your overall retirement income planning efforts.

From a little to no estate plan

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.

Make an appointment for a complimentary consult with a trusted advisor

Information is secure and never shared with unaffiliated parties. Please note phone calls are recorded for quality assurance. To review our privacy policy click here.

Jeff Junior, CEO & Founder

Jeff Junior

Jeff Junior, CEO & Founder

Refer to expert 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. And as an independent firm, we’re 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.

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About Us

Retirement planning and estate planning go hand in hand. We are proud to offer both financial advisors and lawyers who work together.

No estate plan is created in a vacuum; we consider all aspects of your estate plan, including wealth management and tax planning. Fiduciary advisors can also protect and grow your investments, creating an end-to-end strategy for assets.

Our 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.

Get an expert opinion on your game plan

Schedule a free consultation now. There are no obligations, just good advice for your situation.

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