Pros
Trajan Wealth is a fantastic place to work and help clients with their financial goals. The ability to help build client's retirement plans that will have Guaranteed and sustainable income that they will never out live. The portion of a client's portfolio in a Guaranteed solution such as a Fixed Index Annuity is important because we want them to have liquidity for any other needs, in-addition to their Guaranteed income. As a fiduciary advisor, by law I have to place my clients needs before mine and it is the right thing to do by taking care of clients. The ability for me to be a Fiduciary Adviser and not have a script to read, forced to sell something, the only mandate I have at Trajan Wealth is do what is right for the client.
Cons
Not enough time in the day to help more people.
