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1. trajanwealth.com › tw-lock-in-guaranteed-incomeTW - Lock in guaranteed income - Trajan Wealth

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   Lock in guaranteed income for your retirement, no matter how long you live. You deserve reliable income.

2. trajanwealth.com › blog › 7-ideas-to-get-retirement7 Ideas to Get Retirement Savings on Track - Trajan Wealth

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   Nov 7, 2022 · Here are seven ideas to get your retirement savings on track: 1. Have a financial plan completed. Meet your financial professional for a financial planning meeting and have a financial plan completed or updated.

3. trajanwealth.com › why-trajan › client-benefitsClient Benefits Summary - Trajan Wealth

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   At Trajan Wealth, we’re dedicated to helping investors and their families achieve financial security. We offer competitive performance, exceptional service, and low costs so you can focus on what’s important – your future.

4. smartasset.com › financial-advisor › trajan-wealthTrajan Wealth Review | SmartAsset.com

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   Trajan Wealth, LLC is a registered investment advisor (RIA) that provides investment advice and financial planning services. While Trajan does employ its own financial advisors, some of its advisors are independent contractors.

   • Author: Javier Simon

5. trajanwealth.com › blog › annuities-what-they-areAnnuities: What They Are and How They Work - Trajan Wealth

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   Jun 2, 2023 · Annuities offer tax-deferred growth of earnings, protection of principal, and a guaranteed lifetime income. The three types of annuities widely used in financial planning are fixed annuities, fixed-indexed annuities, and variable annuities.

6. trajanwealth.com › blog › saving-your-money-in-dallasSaving Your Money in Dallas - Trajan Wealth

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   Aug 18, 2022 · At Trajan Wealth, we offer a savings account with over 1% annual percentage yield (APY). Considering the current average APY is hovering around .07%, we are proud to provide this rate for our clients. Want to know more? Click here for our current rate.

7. People also ask

   What services does Trajan wealth offer?

   • As a financial advisory firm, Trajan Wealth can provide a variety of financial planning services for Americans. Financial advisors help you achieve your life goals, such as saving for retirement, by creating a comprehensive financial plan and managing your investment portfolio (e.g., stocks, ETFs, mutual funds, bonds).

   Trajan Wealth Review 2024 - investor.com

   investor.com/rias/trajan-wealth-158847

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   Who is Trajan wealth?

   • Trajan Wealth, LLC is a registered investment advisor (RIA) that provides investment advice and financial planning services. While Trajan does employ its own financial advisors, some of its advisors are independent contractors. The firm currently ranks on SmartAsset's lists of the top financial advisors in Scottsdale.

   Trajan Wealth Review | SmartAsset.com

   smartasset.com/financial-advisor/trajan-wealth-review

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   How much does Trajan wealth charge for investment management?

   • *Estimated investment management fees do not include brokerage, custodial, third-party manager or other fees, which can vary in amount. The fee for the Trajan Wealth Income Opportunities ETF is 0.45%. Trajan Wealth has no legal or disciplinary matters to disclose on its SEC-filed Form ADV.

   Trajan Wealth Review | SmartAsset.com

   smartasset.com/financial-advisor/trajan-wealth-review

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   How do I contact Trajan wealth?

   • Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need. Price: Free booking service | Call 848.Book.Pro! Why choose this provider? Trajan Wealth is an independent financial advisory company serving individuals and families in the Edmond metro.

   15 Best Edmond Financial Advisors | Expertise.com

   www.expertise.com/ok/edmond/financial-advisors

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8. trajanwealth.com › retirement-planning › annuitiesAnnuities and Education at Trajan Wealth - Trajan Wealth

   trajanwealth.com › retirement-planning › annuities

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   More aging Americans will rely on Social Security and savings for retirement. To earn higher rates than money market accounts and CDs, many are purchasing products with guaranteed growth, according to LIMRA Secure Retirement Institute. However, not all annuities are necessarily a good fit or a good deal.