SAVE TIME & EFFORT
Retirement planning and estate planning go hand in hand. We are proud to offer both services under one roof, with advisors and attorneys that work together.
As one of the first hybrid firms in the nation, Trajan’s business structures offer unique benefits. Your estate plan is not prepared in a vacuum, and all the facets of your estate plan are considered, including wealth and tax planning. Fiduciary advisors can also protect and grow your investments, creating an end-to-end strategy for assets.