Several times a day, we receive inquiries from the general public about needing help after a loved one has passed away. Here are just a few recent inquiries: “My wife passed away with no will and we owned a house and land together. Her children are trying to take half.” “My husband recently passed away.
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.
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Trajan Wealth eBooks
Education from experts in plain English
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!
Looking at 2023
Webinars & Videos
Our concise videos featuring CEO Jeff Junior. Please note these are best viewed on a desktop.
This straightforward webinar breaks down how to compare an annuity to other types of investments, how to find a high-quality annuity, and to avoid costly problems associated with them.
Yes – there are two! From helpful tips to deeper dives on individual stock tickers, we’ve got a little bit of everything.
The Latest PostS:
Investors are panicking about competitive threats to Meta’s core business, and the tens of billions of dollars management is spending (wasting?) on its metaverse initiative. We see reasons for optimism, and the valuation is deeply depressed. But we’re wary of the lack of checks and balances on CEO Mark Zuckerberg.
Your Everyday Finances Blog
From estate planning to budgeting, this blog covers common financial questions. We also feature monthly macro-investing trends with our Chief Investment Officer.
Whitepapers & More
When you need good info consolidated… Without Google ads.