Don't Put Your Finances At Risk
There are annuities that provide an upfront bonus, and you can use that money to provide lifetime income
Consider the benefits of a well-structured annuity for a portion of your retirement income. An annuity is the only product available that will guarantee an income for your entire life, many have low fees and they will all grow tax deferred.
GET ANSWERS
WITH NO OBLIGATION
- Is an annuity right for you?
- How do annuities work?
- Why invest assets into an annuity vs. a mutual fund or ETF?
SCHEDULE A FREE CONSULTATION
One of our fiduciary advisors will call you to answer your questions with no obligations.
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TAX DEFERRED
Unlike CD's and savings accounts, annuities grow tax-deferred for potential savings.
LOW FEES
The majority of annuities that Trajan Wealth uses have fees of 1% or less per year.
INHERITANCE
You won't forfeit the principle. Your beneficiaries will inherit your principal when you pass.
PROTECTION
Purchasers are protected against market losses and guarantees a minimum monthly payment.
CALL US AT
1 (800) 838-3079
WE SPECIALIZE IN CUSTOM RETIREMENT INCOME PLANS
Today’s longer retirement comes with a number of inherent risks that we have to consider. That includes rising health care costs, inflation, and higher taxes. Plus concerns about an increasingly unpredictable global market and future of the Social Security program.
The only good retirement plan is one that protects and provides for you for the rest of your life, and in order to do that, your plan must mitigate these risks. Clients are often seeking guidance on an array of financial risks, including experiencing protection against investment losses and how to guarantee sufficient income to meet rising costs.
You just need to create a plan based on your personal goals, assets, and expenses that also takes into account all of the potential risks of a long retirement. And here’s good news: we can do exactly that.
Trusted Fiduciary Advice Since 2012
AS SEEN AND HEARD ON
HELPING YOU WEIGH OPTIONS
HELPING YOU WEIGH OPTIONS
Annuities can function as a strategic part of your retirement plan, helping you plan for financial challenges. However, there is no one size fits all retirement plan and no one annuity that’s the best for everyone. Every retirement plan and retiree is different, with different personalities, goals, and worries. You have to know yourself and what will make you comfortable, because who wants a retirement filled with worry?
A STRESS-FREE PROCESS TO PROTECT your money
We'll do the paperwork and guide you STEP BY STEP
First Step
Schedule a short call with a fiduciary advisor. We will answer any questions you have, review your goals, and give you guidance on what may be the best options for you.
Second Step
In our follow-up meeting, we enter a detailed fact-finding process. This includes learning more about your specific financial situation so we can tailor a custom solution.
Third Step
Our team will review your current retirement strategy and level of market risk. Then we present you with customized options designed to protect and grow your investments.