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“Set it and forget it” is a big financial mistake. This spring, don’t just get through tax season. Create a tax plan this year and take advantage of our fiduciary advisor’s expertise. We can help you avoid surprise tax bills. Schedule a free consultation now. There are no obligations.

The one thing everyone hates
about taxes is, well, taxes.

Make it better with tax Planning

With tax season top of mind, many taxpayers realize too late that they could have taken a variety of steps to save money on their taxes. Don’t put off thinking about tax planning. It’s important to evaluate your options and outline tax planning strategies with a financial advisor early in the year.  More time can mean more opportunities.

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If you're Saving To Retire

401(k)'s, IRA's, Roth IRA's...What's best?

The most important step you can take right now to reduce your taxes this year may be to review how and where you’re making retirement contributions. Why? Because you may be missing out on critical tax savings (and investment growth) if you’re not optimizing your contributions.  We can help you run the numbers.

If you're Investing

Capital gains & Pains

As an investor, you deserve to know the many ways taxes can impact your investments. Many investment incomes are taxable, but our team can help you understand which ones specifically apply to you so that there aren’t any surprises come tax time. It’s important to understand everything that goes into calculating what you owe when filing your return- from understanding capital gains and income taxes, to cost basis, AMT, and more.

If You're Retired

Making Your Money Last Longer

In retirement, the focus of tax planning often shifts from minimizing taxes as you grow your money to minimizing taxes as you withdraw money. Adhering to tax rules and deadlines—like those for early withdrawals and required minimum distributions is key. But so is timing and sequencing withdrawals across all of your income sources (retirement accounts, Social Security, nonretirement investments, and others) in a way that allows you to take advantage of tax rules for different types of accounts and investments.

Jeff Junior, CEO & Founder

Refer to expert advice

We work closely with you to create a customized financial plan that will meet all of your needs. Tax planning is just one area we cover – reaching out will provide further assistance and insight. With our holistic approach, it doesn’t matter what stage of life you’re at – we can provide assistance along the way.

Get started today

Schedule a free consultation today by filling out the form below. You’ll speak with a fiduciary advisor for tax & financial advice customized to your situation.

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Our Services

Tax planning is a part of every service we offer. In fact, many of our advisors are CFP’s (Certified Financial Planners).

Our fiduciary advisors build individual portfolios customized for you. Our investment team monitors and optimizes them to grow them.

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.

Take advantage of collaboration between our fiduciary and legal teams to provide comprehensive services.

About Us

Clients Come First

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. Our fiduciary advisors can also work with one of our independent estate attorney to protect and grow your investments, creating an end-to-end strategy for assets.

Education is key

We employ individuals with the hearts of teachers who share high values. We won’t talk down to you or use fancy financial or legal jargon without explanation. 

As seen and Heard On

A person doesn’t know how much he has to be thankful for until he has to pay taxes on it.

Tax information being provided for informational purposes only and does not represent an endorsement or an approval by Trajan Wealth. Please speak to a tax professional for your specific needs.