27710 Jefferson Avenue,
Whether you’re beginning your investment journey, reimagining your retirement, or anything in between, you need a professional in your corner. It’s our goal to serve every aspect of your financial life to provide guidance and insights.
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Each person’s life goals and values are unique to them and therefore their financial plan needs to be unique. It may be the right answer for one person to pay off their home, and the wrong answer for someone else. We look at each person’s individual needs and goals to help them accomplish “their” goals.
Our life’s work is about our client’s needs and doing what’s right for each of them when making recommendations.
Our initial consultation is free of charge and obligation so that we both can determine if we will enjoy working together.
Helping investors from every background
Planning for Your Retirement
Supporting small businesses
Make your money work for you
Understanding your unique needs
Allyson J. Trantum, CFP® has been serving the financial needs of Temecula Valley businesses, executives, and professionals for over 20 years. Formerly with Edward Jones, she started her own firm, AJT Wealth Consultants, in order to provide a wider range of acclaimed financial services to her valued business and personal wealth clients.
Allyson prides herself on putting the client first and ensures that their needs and interests are the primary driver in their relationship. She works individually with each of her clients to create a strong, personalized financial plan with the goal of achieving a rising income during their retirement years, maximizing social security benefits, planning for long term care and wealth transfer through life insurance.
In business for over 15 years as a Certified Public Accountant (CPA) before transitioning over to financial planning, she has an intimate understanding of the needs and challenges of being a business owner. Allyson specializes in assisting business owners, executives, and other professionals, within 10 years of retirement. She will work closely with your CPA, attorney, and other financial professionals to customize and implement a retirement plan that helps you keep more of your hard earned money.
Meet Ryan, the 29-year-old financial guru from sunny Southern California! When he's not diving into the depths of the ocean as a certified Divemaster or scouting through the wilderness like an Eaglescout, he's on a mission to make the world's financial mysteries as clear as crystal water.
Ryan isn't your average finance enthusiast – he's a Certified Financial Fiduciary, the real deal! He's got a treasure chest full of financial wisdom and a knack for helping you navigate the money maze. With his trusty Series 7 and 66 security licenses, he's like the superhero of the financial world, here to save your savings!
But don't think he's all about numbers and graphs. Nope, this guy's got a bachelor’s in psychology from Whittier College, so he understands the human side of money matters too. It's not just about dollars and cents; it's about the psychology of spending, saving, and investing.
If you believe you could benefit from working with a financial professional, let’s talk. We’ll work together to see how we can best serve you.
When was the last time you sat down and had a practical conversation about your investments? If it’s been a while, it may be time to consult with a trusted ally.
Our team is comprised of industry experts with decades of combined experience. Whether you’re an early investor or a seasoned wealth-builder, clients from all walks have come to rely on our team.
Your most important financial milestone
Portfolio construction and risk management
Wealth-building strategies for professionals
Strategies for every phase of life
The more we know about you, your finances, and your goals, the better we can strategize.
We’ll map out a financial strategy based on your goals, time horizon, and risk tolerance.
Life changes? Market volatility? We’ll keep your financial blueprint on track every step of the way.
Get your financial journey started today.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
We’d love to learn more about you and your financial goals. Our form is the best way to schedule an introductory call.