Like A Dad

The best teachers are the ones
that are looking out for you

Make Your Retirement Savings Last

Modern technology makes investing in your financial future seem easier than ever.  But do you have the time or energy to spend researching and creating the best financial plan for yourself? 

Avoid Costly Mistakes

Emotional decision making

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

Market conditions change over time, and if you don’t keep up, your portfolio may not stay aligned with your needs. 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.

no Estate Plan

If you have more than $75,000 in assets or $100,000 in real estate, it’s important to know your state’s probate laws. Make sure your loved ones don’t experience the nightmare called probate. They will lose about 5 to 10% of your entire estate and 18 months on average.

Schedule a Free Consultation

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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Contact Us

Schedule a free consultation and speak to one of our fiduciary advisors.  

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OR CALL US AT

1 (800) 838-3079

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

The sooner you start investing, the longer you have time to take advantage of compound interest. However, if you’re within ten years or less of retirement, now is the best time to make sure you’re ready.  Our advisors have the experience and knowledge to make sure you don’t make these retirement mistakes. Our dedicated team does the research based on your time frame and goals, then invests your money in your best interest. We will work with you to create a portfolio with the ideal balance of risk and safety in order to provide you with ample retirement income.

Get To Know Us

We have a straightforward flat fee pricing for money management. The more you make, the more we make. 

Trajan Wealth a Registered Investment Advisor (RIA) established in 2012. Trajan Wealth advisors are fiduciaries and not dually registered brokers with a 2nd agenda to make sales. 

Trajan Wealth can help you prepare for retirement with custom wealth management and estate planning. Save time and money with advisors and attorneys that work together

AS SEEN AND HEARD ON

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 on your investments.

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.

©2022 All Rights Reserved. *Advisory services through Trajan® Wealth L.L.C., an SEC Registered Investment Advisor. Estate planning services are offered through Trajan® Estate, LLC in Arizona and Utah. Estate planning services are offered through Estate Lawyers, PLLC, in other States