Trajan Wealth LLC

National Pet Day is a great reminder to plan for your pet’s future. A Pet Trust gives you the ability to make sure your pet is cared for exactly as you want, even after you're gone. Whether it’s covering their medical needs or keeping their routine, a Pet Trust helps keep them well cared for. Learn more: https://lnkd.in/gM8MPk3r #NationalPetDay #NationalPetDay2025 #PetTrust   *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.

Recent trade developments have reintroduced a level of market volatility that warrants careful attention. While these shifts are not without precedent, understanding the historical context can offer valuable perspective. At Trajan Wealth, we aim to provide clear analysis to help investors navigate complex environments. Our latest commentary takes a closer look at past market responses to similar policy changes and outlines considerations for long-term strategy. We believe informed decision-making is essential—especially in times of uncertainty. Read the full commentary: https://buff.ly/77Cny6r #MarketReview #Tariffs #AIInvesting #TechTrends #FinancialInsights #TrajanWealth #InvestorInsights

Tariffs and trade tensions are creating ripple effects across global markets—and your retirement portfolio isn’t immune. Now is the time to take a proactive approach. Learn how to adjust your strategy with diversification, domestic-focused investments, and inflation protection. Staying informed and adaptable is key to long-term financial success. Read more: https://buff.ly/mqvjReE #RetirementPlanning #Tariffs #MarketVolatility #InvestmentStrategy #TrajanWealth

Retirement planning for women comes with distinct hurdles like longer life expectancy, pay gaps, and career interruptions. Jennifer Bennett, a portfolio manager at Trajan Wealth, shares essential strategies to help women take control of their financial future. Learn more about why women should actively plan for a secure retirement here: https://buff.ly/sZDXYka #FinancialSecurity #WomenInFinance #RetirementSuccess #TrajanWealth Advisory services offered through Trajan® Wealth L.L.C., an SEC registered investment advisor.

Selecting an executor is one of the most meaningful decisions in your estate planning journey. This person will carry out your final wishes, ensuring your legacy is honored and that your loved ones are cared for during a difficult time. When you choose the right executor, you're not just securing your estate—you’re giving your family peace of mind. This isn’t just a practical decision; it’s about taking care of those you love, even after you're gone. Learn how to choose the right executor to protect your family’s future. #EstatePlanning #Executor #FinancialPlanning #TrustAndLegacy https://buff.ly/q6jZ48F

Tax-smart investing can help you minimize your 2025 tax bill while setting you up for long-term success. Trajan Wealth’s David Busch shares strategies such as maximizing tax-advantaged accounts and utilizing annuities for tax benefits. Read more tax planning tips here: https://buff.ly/cvHgi4d #moneytips #taxplanning #taxseason2025 #smartinvesting

Exciting news—Trajan Wealth is growing! 🎉 We’re proud to announce the grand opening of our newest offices in Houston, TX, Franklin, TN, and Brentwood, TN. Our team is ready to help you plan for retirement, manage your wealth, and build financial confidence. If you're in the area, connect with our experienced advisors and see how we can help. Learn more and schedule a consultation today: https://buff.ly/PEtpSoa #FinancialPlanning #WealthManagement #HoustonTX #FranklinTN #BrentwoodTN #TrajanWealth *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.

While luck may play a small part in wealth accumulation, building long-term financial success takes planning, discipline, and the right mindset. With the right strategies in place, you can better navigate challenges and seize opportunities that help grow your wealth over time. Ready to elevate your wealth-building strategy? Dive into these powerful tips to set yourself up for success. https://buff.ly/f7B0AXb #WealthManagement #FinancialStrategy #SuccessMindset #TrajanWealth #StPatricksDay

Women continue to shape the future of finance in meaningful ways. This Women’s History Month, we’re celebrating the talented women in our office whose leadership, expertise, and innovation drive our industry forward. We’re proud to work alongside them and share their insights on finance and success. #WomensHistoryMonth #WomenInFinance #WomenWhoLead

Exciting moments at Phoenix Raceway! Trajan Wealth was proud to sponsor Mason Massey and the No. 45 car at the 2025 GOVX 200. Partnering with a talented driver like Mason made this race even more special, and we were thrilled to see our brand on the track. Thank you to Mason and Alpha Prime Racing for the opportunity. #NASCAR #GOVX200 #PhoenixRaceway #MasonMassey #TrajanWealth