Trajan Wealth is Moving America Forward

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Moving America Forward, a national television series celebrating the achievements and contributions of businesses and entrepreneurs across America recently interviewed Jeff Junior, President of Trajan Wealth about his long term success in helping people navigate the ever-changing economic landscape.

The show, hosted by William Shatner and Doug Llewelyn is dedicated to delivering quality educational programming honoring a variety of business owners that are moving our country forward.

Trajan Wealth was chosen as one of these businesses for their outstanding work in helping individuals and couples better understand and prepare for the challenges associated with retirement.

In this episode of Moving America Forward, Jeff Junior talks about common problems and concerns of pre-retirees and why working with an Advisor with a fiduciary standard is so important. He also shares his story of how a young Marine got started in the financial planning business and how Trajan Wealth can help people at any stage of life to secure their best financial future. In addition to retirement planning, Trajan Wealth also offers the following services:

  • Money Management
  • Annuities
  • Income Planning
  • Insurance
  • 401K Planning
  • Trusts and Wills

About Trajan Wealth: Trajan Wealth is a SEC registered full-service investment firm located in Scottsdale, Arizona. All Trajan Wealth Advisors are held to a fiduciary standard, meaning clients best interests are always put first. Jeff Junior has spent decades in the financial services profession. Jeff’s high degree of knowledge and training has earned him numerous noteworthy awards, including membership in the Circle of Honor Society. Additionally, he has been quoted in articles published by The Boston Globe, CNBC, Reuters, Yahoo! Finance, Morningstar, and countless others. For more information or to schedule a complimentary portfolio review, call (800) 838-3079.

© 2024 Trajan® Wealth LLC. Nothing in this blog is intended as investment advice, nor is it an offer to buy or sell any security. Please consult your financial advisor for questions about your personal financial situation. All investments involve risk, including the potential for loss. Trajan Wealth clients and employees may have a position in any of the securities mentioned. Portfolio holdings and other data are subject to change at any time and without notice. Additionally, the above links provided as a convenience and for informational purposes only; they do not constitute an endorsement or an approval by Trajan Wealth, L.L.C., of any of the products, services or opinions of the corporation or organization or individual. Trajan Wealth, L.L.C., bears no responsibility for the accuracy, legality or content of the external site or for that of subsequent links. These materials are for informational and educational purposes and are not designed, nor intended, to apply to any person’s individual circumstances. It does not take into account the specific investment objectives, tax and financial condition, or particular needs of any specific person. Please consult with your legal and/or tax advisor before making any tax-related decisions.

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