Vetted By Dave Ramsey
We are excited to be part of the SmartVestor program because Dave’s beliefs about financial education and retirement planning are rooted in the same beliefs as Trajan Wealth.
We have a straight-forward flat fee pricing for money management. The more you make, the more we make. Since our interests are aligned, it alleviates any need to sell you costly investments.
We review your risk tolerance level, along with learning about your goals and the timeline for your objectives. By working together, we will develop a plan that reflects your values.