Trajan Wealth LLC

Jeff Junior interviewed Rob Arnott, founder and chairman of the board of Research Affiliates. Over his career, Rob has worked to bridge the world of academic theorists and financial markets. 💸📈 Wondering what their conversation was like? We have an exciting project on the horizon that you won't want to miss out on! 📝 #trajanwealth #interview #robbarnott #movie *Advisory services offered through Trajan® Wealth L.L.C., an SEC registered investment advisor. Legal services are offered through Trajan® Estate, L.L.C. in Arizona and Utah, and independent law firms in other States.

Not all trusts are created equal. ✨ Our attorneys perform their due diligence and can help you decide the right choice for your circumstances. #trajanwealth #estateplanning #wealthmanagement

Jeff Junior had the pleasure of visiting Washington D.C. to interview Mary Beth Franklin: journalist, certified financial planner, and leading expert on Social Security. She has even been called the "Google of Social Security". ✨ Stay tuned to see what they talked about and what kind of project we've been working on. 👀 #trajanwealth #jeffjunior #marybethfranklin #socialsecurity *Advisory services offered through Trajan® Wealth L.L.C., an SEC registered investment advisor. Legal services are offered through Trajan® Estate, L.L.C. in Arizona and Utah, and independent law firms in other States.

Here's our last round of work anniversaries for this month! We are so grateful to have such a wonderful, hard-working team. Thank you everyone! 🎉 #trajanwealth #workanniversaries #employeerecognition

The 2023 average cost for a private room in a nursing home is $116,800, while assistance from a home health aid costs around $75,500 per year. Both options represent a substantial financial burden for older Americans. Are you financially prepared for retirement? Reach out today and let's plan your future: https://buff.ly/4feZj0K #trajanwealth #financialadvisors #retirementplanning #healthcarecosts Sources: https://buff.ly/3XGJKb8, https://buff.ly/3AXvSjW, https://buff.ly/4dfWWZ4

Tax planning is a crucial piece of wealth management. 📝 Have questions? Reach out. We have tax professionals in-house that can help you optimize your situation. #trajanwealth #taxplanning #wealthmanagement

We're recognizing more stellar employees this month! Thank you for all you do. We appreciate you! 🥳 #trajanwealth #workanniversary #companyculture

Creating & maintaining a proper estate plan is a crucial step in not only your financial health, but your family's as well. 👨👩👧👦 With our expert estate attorneys in-house, we can help you craft a tailored plan specific to your needs. Reach out today: https://buff.ly/4g34yAX

We are expanding! We're so excited to announce that we have new offices opening in Florida, Georgia, Colorado, and Texas. To see more details or contact one of our team members, reach out today! https://buff.ly/4feZj0K #trajanwealth #newoffices #expansion #wealthmanagement

Don't ignore risk management. 📈 By keeping your portfolio up-to-date, you can ensure you're prepared for the future and don't end up with a "portfoliogone". 😉 Reach out to one of our experienced fiduciary advisors today. https://buff.ly/4feZj0K #trajanwealth #financialplanning #wealthmanagement *Advisory services offered through Trajan® Wealth L.L.C., an SEC registered investment advisor. Legal services are offered through Trajan® Estate, L.L.C. in Arizona and Utah, and independent law firms in other States.