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.
Our Services
Wealth Enhancement
- Portfolio Management
- Financial Planning
- Retirement Planning
- Alternative Investments1
- College Planning
Wealth Protection
- Annuity
- Life Insurance
- Asset Protection
Trajan Estate
- Trusts and Wills
- Powers of Attorney
- LLCs
- Elder Law2
Trajan Tax
- Tax Planning
- Tax Preparation
- Tax Return Reviews
Business Services
- Company Retirement Plans
- 401(k)s
- Key Person Benefits
1. Private equity and alternative investments may require accreditation. 2. Elder Law services only available in Arizona.
The Journey You Can Expect
Getting started is easy as one, two, three.
Step 1
Consultation
Through a series of meetings, a fiduciary advisor will get to know you and your future financial goals. They learn more about your specific financial situation so they can tailor a solution just for you.
Step 2
Onboarding
We present you with a customized portfolio and recommended options designed to help protect you financially. Moving forward on the plan typically includes working with our Client Services team to transfer assets to Trajan’s custodian.
Step 3
Ongoing Portfolio Management
After the transfer, a Portfolio Management Group member will provide updates and help with adjustments. We’ll keep you informed and are always here to answer any questions. If there are issues, we’ll work to make things right.
Additional Client Benefits
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 exceptional service, and low costs so that you can focus on what truly matters – your future. Trajan Wealth clients enjoy:
- Fiduciary Advice
- Designated Team
- Social Security Analysis
- Medicare And Medicaid Review
- Monthly Newsletter And More!
Not Sure Where To Start? Contact Us So We Can Help You Start Your Financial Journey The Right Way!
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