Trajan Wealth and its associates believe in diversified portfolios that focus on capital preservation, growth, and low-cost investment options. We build and monitor individual portfolios customized to help clients achieve their financial goals. No two retirement plans are the same. That's why we offer guidance on an array of financial objectives, including ways to earn higher potential returns with guaranteed income while addressing tax concerns.
Prepare for retirement and more with custom wealth management and estate planning under one roof. Trajan Estate lawyers experienced in setting up living trusts and other aspects of your estate plan helps you avoid the costly and time-consuming problems of probate. From market trends to savings and investing, the Trajan Wealth covers various financial planning topics in bite-size amounts.
Prepare for retirement and more with custom wealth management and estate planning under one roof. Trajan Estate lawyers experienced in setting up living trusts and other aspects of your estate plan helps you avoid the costly and time-consuming problems of probate. From market trends to savings and investing, the Trajan Wealth covers various financial planning topics in bite-size amounts.
Services
What is fiduciary duty? It's a legal obligation of the highest degree for one party to act in the best interest of another. 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 retirement plan that reflects your values.
As an independent advisory firm, we can customize your plans with a wider range of options. The Dow Jones was created in 1896, and through its 120+ years of existence, only one thing has remained the same: constant-and often swift-change. Trajan Wealth and our associates believe in diversified portfolios that focus on capital preservation, growth, and low or no cost investment options.
Between now and 2029, more than 10,000 baby boomers will retire each day, yet, a large portion of them consider themselves unprepared for life after work. In fact, 58% of workers aged 55 and older have less than $100,000 saved to last throughout their golden years.* Additional questions like when to claim Social Security, adds layers of complexity.
Annuities can function as a strategic part of your retirement plan, helping you plan for financial challenges like rising healthcare costs and an increasingly unpredictable global market. Every retirement plan and retiree is different, with different personalities, goals and worries. Some people are more risk-averse, for example, or simply have fewer assets and therefore are less comfortable with putting those assets at risk.
Trajan Estate enables collaboration between our fiduciary and legal teams to provide you with a comprehensive range of services for your financial needs. We can create an end-to-end strategy that will protect your family and your assets as well as achieving your goals. Kent Phelps is a second-generation estate planning attorney and has been practicing for 25 years.
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