Unlike other things,

The Stock Market

is on Sale

But is now the time to buy?

Make Smart Moves With Your Investments

The stock market’s volatility can lead to last-minute decisions and leave you second-guessing yourself. Education and tactical planning are your best bet for riding out this decline – and even looking for opportunities to buy low. But do you have the time or energy to put into researching and creating the best portfolio for yourself? Why not get a free 2nd opinion?

Get Guidance

With no obligation

Contact Us

SCHEDULE A FREE CALL WITH A FIDUCIARY ADVISOR

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Handle This Market With Care...

Today’s market downturn creates uncertainty for retirees and soon-to-be retirees. It also provides an opportunity for long-term investors.

But Don't Lock In Your Losses

Timing the market by jumping in and out of investments can (and usually does) create losses that can permanently rob you of future growth.

No two portfolios (or retirement plans) are alike and that’s what makes working with us so different from anywhere else. We offer guidance based on your individual needs whether it be to generate higher returns, to provide you with guaranteed monthly income, or if taxes concern you as well. 

Our advisors have years of experience and knowledge which means they can give you objective advice about your investments. One thing we don’t recommend?  Trying to time the market! It’s nearly impossible for people to predict where the market will bottom until after it has already happened. We’ll instead help you stay focused on your goals in the long term by creating a portfolio with tactical changes today, while also giving thought to how these changes may affect you tomorrow.

We believe that everyone deserves the peace of mind that comes from understanding and planning for their financial future.

AS SEEN AND HEARD ON

Trusted Fiduciary Advice

Since 2012

We have straightforward and flat pricing for wealth management. The more you make, the more we make. There are no hidden fees. Plus our advisors are fiduciaries and not dually registered brokers with a 2nd agenda to make sales.

Trajan Wealth a Registered Investment Advisor (RIA) established in 2012. We are veteran led and family owned. Our advisors are hand-picked and have years of experience. Many of them are also Certified Financial Planners (CFP’s).

Trajan Wealth can help you prepare for retirement with wealth management, tax planning, and estate planning. You can save time and money with advisors and estate attorneys that work together under one roof.

Your Path to Peace of Mind

We'll guide you step by step

1st Step

Schedule your complimentary introductory meeting with a fiduciary advisor. We will answer any questions you have, reviewing your goals, and give you guidance.

2nd Step

In our follow-up meeting, we go through a detailed fact-finding process. This includes learning more about your specific financial situation so we can tailor a solution for just for you.

3rd 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.

OR CALL US AT

1 (800) 838-3079

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Schedule AN Appointment

Fill out the form below, and we will be in touch shortly. The consultation is free and there is no obligation.

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