Financial Planning Videos

In today’s crowded marketplace, it’s not easy for consumers to find an advisor who is willing to listen, educate, and empathize rather than simply sell product. As an independent registered investment advisory (RIA) firm committed to putting clients first, Trajan Wealth is willing to go above and beyond by giving you a preview of our firm and philosophies before you ever step foot in our door.

In the upcoming months, you will find a carousel of short videos you can watch to learn more about a particular financial strategy or asset class, in addition to learning more about how Trajan Wealth helps clients meet their specific needs.

By providing accurate, unbiased information that you can use to make better decisions, we are confident you’ll see the value in partnering with Trajan Wealth to prepare for your future. If you’re ready to make an appointment, contact us today. Or email us with suggestions for future videos you’d like to see added to the Trajan Wealth Video Library. Happy viewing!

How Do You Get Paid?

Jeff Junior sits down with Bruce St. James to discuss how financial advisors at Trajan Wealth actually get paid when managing portfolios.

How Do You Get Paid?

Jeff Junior, President of Trajan Wealth, discusses how financial advisors at Trajan Wealth get paid when selling fixed insurance products.

Fiduciary vs. Broker

Trajan Wealth is a fee-only fiduciary, meaning your best interests are always put first. Jeff Junior discusses the difference between Advisors and Brokers.

Load Vs. No Load Investments

What’s the difference between ‘Load or No Load’ investments? Jeff Junior and Bruce St. James discuss both.

Mutual Funds Aren't the Best

Jeff Junior sits down with Dave Burns of Arizona Sports for a quick Q&A on why mutual funds aren’t for everyone.

When Can I Retire?

Wondering when you can retire? Here are a few things you should consider:

The Trajan Wealth Advantage

About Trajan Wealth

What to Know about Annuities

About Trajan Wealth

Trajan Wealth

Trajan Wealth helps our clients prepare for a successful future through financial options that are best for your lifestyle. Speak to our financial team today about your future goals and how we can help.

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