Why Trajan wealth?
Why Work With Trajan?
Starting on a foundation of mutual respect and understanding, we will dedicate the time needed to listen to your goals and educate you on the options. As an independent firm, we’re not bound to just one line of products or portfolios. We have the ability to customize a portfolio to meet your own unique goals and needs.
FIDUCIARIES
We are fiduciaries, and it’s an obligation of the highest degree for us to act in your best interest at all times. Plus, our advisors are not dually registered as brokers.
EDUCATION
We employ individuals with hearts of teachers who share high values. We won’t talk down to you or use fancy financial or legal jargon without explanation.
TRANSPARENCY
We have a straightforward, flat percentage fee for money management. We will also disclose any conflicts of interest.
All Under One Roof
Retirement, tax and estate planning go hand in hand. We are proud to offer these services together, in one place, to save you time.
WHAT WE OFFER
- Long-term core capital preservation
- Growth in line with your risk tolerance level
- Low or no-cost investment options
Part of our commitment to you is transparent pricing. We charge a flat percentage fee for wealth management. Since our interests are aligned, we manage your portfolio without pressure to meet sales objectives or quotas.
Ready to retire? We can help you create a retirement portfolio based on your specific goals. Our focus is the ideal balance of risk & safety to provide you with enough growth to produce ample income despite inflation, longevity, and account for expenses like taxes and healthcare. In addition, we will make sure your portfolio provides you with enough safety to counterbalance market risks and protect your income and legacy. We also offer annuities that can provide lifetime income, no matter how long you live.
Our estate services are different:
- We help with as many phone calls, emails, meetings, and reviews as it takes with no surprise fees.
- Our living trusts include many options others don’t, including trust funding, bank coordination, sub-trusts, and much more.
“Set it and forget it” can be a big financial mistake. Taxes are no different, especially once you’re retired. When tax season rolls around, 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. Evaluating your options and outlining tax planning strategies with a financial advisor in advance is important. More time can mean more opportunities.
Our Team Approach
Team
Advisor
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The Journey You Can Expect
Step 1
Consultation
Step 2
Onboarding
Step 3
Ongoing Portfolio Management
When it comes to managing your finances, it is vital to have an advisor who is trustworthy, and who will guide you towards long-term success instead of just selling you a product. At Trajan Wealth, we are committed to helping investors and their families achieve financial security. We provide competitive performance, exceptional service, and low costs so that you can focus on what truly matters – your future. Trajan Wealth clients enjoy:
- Fiduciary advice
- No fees on trades
- Designated team
- Social Security Analysis
- Medicare And Medicaid Review
- Monthly Newsletter And More
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