We believe that education can lead you to financial stability and the preservation of what really matters most in life.
Ready to reach your goals? Our educational resources are here for you and don’t hesitate to contact us with questions.
Education from experts in plain English
This comprehensive ebook is a straightforward guide to understanding how annuities work, the various types of annuities, and the questions to ask before purchasing one.
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Ever wonder if you’ve done enough to protect your family financially? CEO and attorney Kent Phelps has seen all types of situations in over 20 years of practice. This guide covers the top seven estate mistakes that are most common and costly. And, most importantly, how you can avoid them!
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Our concise videos featuring CEO Jeff Junior. Please note these are best viewed on a desktop.
Check out these videos and much more!
From estate planning to budgeting, our blog covers common financial questions. We also feature monthly macro trends with our Chief Investment Officer.
Learn why short-term market predictions often fall short and how Trajan Wealth looks at a “median” estimate instead, highlighting a range of returns over asset classes that should capture the bulk of probable future outcomes.
We want to thank our clients, sponsors, and our staff for joining us at our 2024 Client Golf Tournament and Donation Drive! The generosity and support were incredible and made it possible for us to have our largest donation haul yet for the Sojourner Center!
These tips will get you back on track with your finances.
Tips to track down your old 401(k)'s for more control.
From how it's measured to its impacts on Social Security.
It's big. It's complicated. You need to know the basics.
Does the 4% rule still make sense? Review your withdrawal rate.
