Spring Clean
Your Portfolio & Estate Plans
“Set it and forget it” is a big financial mistake. This spring, make time to make sure everything is up-to-date. Our advisors can help – schedule a free consultation now. There are no obligations.
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1 (800) 838-3079
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Financial Spring Cleaning
Instead of cleaning out your closet, why not focus on your financial well-being? Here’s a to-do list that could help you achieve your long-term financial confidence. It’ll have a bigger impact than organizing your sweaters by color.
Review your Investment Strategy
Market conditions change quickly, and a lot can happen during a year. Consider inflation – it shot up in 2021, but it may subside in 2022. If you changed your investment strategy last year to accommodate the rise in inflation, would you then have to modify it again when prices fall?
Occurrences like inflation, new laws, and interest rates can affect the financial markets in the short term, but it doesn’t make sense for you to keep changing the way you invest in response to the daily news. Instead, we’ll help you review your strategy and make sure that it’s appropriate for your goals, risk tolerance, and time horizon.
Reevaluate your progress
Recheck your estate details
Update your beneficiary names on wills, life insurance, annuities, IRAs, 401(k)s, and anything else that would affect your heirs. If you named a trust, have any pertinent tax laws changed? Our estate lawyers can help guide you through these diverse scenarios.
Jeff Junior, CEO & Founder
Jeff Junior, CEO & Founder
Refer to expert advice
These ideas are a good start, but no two long-term plans are the same – so reach out to our advisors for more in-depth guidance on how you can move forward with achieving your goals in 2022.
Schedule a free consultation with a fiduciary advisor
Our Services
Wealth Management
Our fiduciary advisors build individual portfolios customized for you. Our investment team monitors and optimizes them to grow them.
Retirement
Planning
We listen and plan how to reach your goals with you. We also regularly check-in to keep you and your portfolio on track to support your retirement.
Estate
Planning
Take advantage of collaboration between our fiduciary and legal teams to provide comprehensive services.
Call 1 (800) 838-3079
To Start
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Our Services
Custom Portfolio Design
Our fiduciary advisors build individual portfolios customized for you. Our investment team monitors and optimizes them to grow them.
Retirement
Planning
We listen and plan how to reach your goals with you. We also regularly check-in to keep you and your portfolio on track to support your retirement.
Estate
Planning
Trajan Estate is an in-house law firm that enables collaboration between our fiduciary and legal teams to provide comprehensive services.
Schedule a free consultation with a fiduciary advisor
About Us
Retirement planning and estate planning go hand in hand. We are proud to offer advisors and attorneys that work together.
Your estate plan is not prepared in a vacuum, and all the facets of your estate plan are considered, including wealth 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.
Since 2012
Veteran led and family owned
- Private Wealth Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Life Insurance
- 401(k) Plans
Spring Cleaning That Isn't A Chore
Schedule a free consultation now. There are no obligations, just good advice for your situation.
