An annuity is the only available product that can guarantee income for your entire life. Plus, you can qualify for an upfront bonus, of up to 25%, just for opening an account, which can be used for income purposes.
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Contribute $200,000
+ 25% bonus upfront
+ up to 10% growth over ten years
= $450,000
(For income purposes)
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.
As an independent registered investment advisory (RIA) firm, Trajan Wealth is devoted to providing individuals in or approaching retirement with targeted asset management to help protect, maintain, and grow their financial portfolios. In addition, we partner with independent attorneys that focus exclusively on estate planning law.
Founded in 2012, Trajan Wealth is an independent financial services company with thousands of clients that we’ve helped.
Jeff Junior, the CEO, is a Marine Corp veteran. Our team shares common values like committing to solving others’ problems.
Despite our decade of experience, our full service team actually starts with you. We consider our clients to be a part of the team.
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.
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.
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.
*Annuity guarantees are based on the claims paying ability of the issuing insurance company. Any examples provided are hypothetical. Annuities are issued with prospectus and sales brochures and should be reviewed carefully before investing as features and benefits vary.