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Still Asking Why a 401(k) Rollover?

There are many reasons to not leave your 401(k) with your former employer. Having an active role in financial planning includes bringing assets together to allow you more investment choices and on-going monitoring, not leaving them where you can’t actively manage them.

If you have retirement savings plans at multiple former employers or with multiple advisors, we can help you manage your assets in one place and help navigate the transfer process for you.

Fill out the form today to book your Free consultation!
And immediately receive our detailed e-doc on how to locate your old 401(k)!

Fill out the form today to book your FREE consultation! And immediately receive our detailed e-doc on how to locate your old 401(k)!

Your financial future of no worries starts today!

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Trusted Wealth Management Solutions

At Trajan Wealth, we believe in tactical investments with a focus on long-term core capital preservation. Our advisors get to know you and structure your portfolio for growth in line with your risk tolerance level based on low or no-cost investment options.

Trusted Fiduciaries

Trajan Wealth 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 to protect their futures.

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*Advisory services offered through Trajan® Wealth L.L.C., an SEC registered investment advisor. Legal services are offered through Trajan® Estate, L.L.C. in Arizona and Utah, and independent law firms in other States.

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Ms Marti Bryant

Ms. Marti Bryant

FIDUCIARY ADVISOR

Marti has over 12 years as a fiduciary advisor specializing in working with people close to retirement or already retired. Her primary focus is on creating income plans that maximize their benefits in the most tax-efficient manner. In fact, Marti always considers taxation when advising clients. 

Understanding her client’s temperament for risk, Marti helps design customized and trackable plans. Working at Trajan Wealth suits her because “being a fiduciary advisor allows me to offer unbiased advice without an agenda or judgment.” She takes a lot of time to learn about her clients. “I learn their hopes and dreams, what they want their life to include, and if they want to leave a legacy when they pass. What is important to them allows me to build a financial plan that is much more meaningful.”

Her approachable personality comes along with high-powered credentials. Over the years, Marti has had many speaking engagements and co-hosted a financial talk radio show on 105.1FM, “The Big Talker.”