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?
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.
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.
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 and speak to one of our fiduciary advisors.
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.
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