Education Center

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

Annuities Unmasked Free eBook

FREE eBook:

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.



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!




Our concise videos featuring CEO Jeff Junior.  Please note these are best viewed on a desktop.

Visit our library

"How Much More?"
Retirement planning video series

Inflation & How To Minimize its effects

Should I Give The House To The Kids?

Check out these videos and much more! 

Whitepapers & More

When you need good info consolidated… Without ads.

10 Tips to get your finances in order

These tips will get you back on track with your finances.

4 Things you must know About Inflation

Have your retirement income payments increase as inflation increases.

10 things everyone should know about retirement income

Adding Annuities to your portfolio may help.

9 things you must know about Social Security

There are many factors to consider when starting to take your Social Security benefits.

How Sequence of returns risk affects retirement

Does the 4% rule still make sense? Review your withdrawal rate.

7 things you need to know about medicare

Here's how Medicare fits in to your retirement plan.

Our Blog: Tactical Tips

From estate planning to budgeting, our blog covers common financial questions. We also feature monthly macro trends with our Chief Investment Officer.

The Latest PostS:

Couple talking to a Denver financial advisor.

Finding a Denver Financial Advisor Who Meets Your Needs

Financial planning can feel overwhelming, especially if you’re just starting out or you’re moving to a new institution. Here’s how to choose the right Denver financial advisor for your needs.  How Do I Choose a Denver Financial Advisor?  With so many options available here in

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