Insurance Planning
Protect your family & transfer the financial risk of life's events to an insurance company
Contingency Attorney Deferrals
Strategies to control taxable income and accumulate wealth on a pre-tax and tax-deferred basis.
Thank you for your inquiry into Trax Wealth Management.
Each client works directly with Thomas Trax when making important investment decisions. We are committed to accommodating our individual client’s needs and answering their important questions. In addition, every client has access to our Registered Client Relationship Director & Service Staff to act as main points of contact.
Five Star Professional Recognizes Thomas Trax of LPL Financial as a 2022 Five Star Wealth Manager Award Winner
Thomas Trax accomplishes what only a small percentage of wealth managers in the San Diego area have achieved.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
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The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
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Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
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Yours, Mine, and Ours: Estate Strategies for Second Marriage
Second marriages are a trigger event to revisit any existing estate strategies.
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LPL At A Glance
Thoughtful, balanced financial guidance is a fundamental need for everyone.