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

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!



Additional eBooks

Most Popular:

Annuities Ebook

Annuities Unmasked

Annuities are complex and not for everyone. This comprehensive ebook is a straight-forward guide to understanding how annuities work, the various types of annuities, and the questions to ask before purchasing one.

Coming Soon:

Bear Market Guide

Looking at 2023

Bear Market Guide

This comprehensive guide will help you move forward into 2023 by step back and gain perspective about periods of stock market volatility known as bear markets. While no one can predict the full outcomes of this cycle, there's still deep value in looking at past bear markets.  As they say, "history does not repeat itself, but it rhymes."

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.



Additional videos

Inflation & How To Minimize its effects

"How Much More?"
Retirement planning video series

Six ways to cut your Holiday Costs

Check out these videos and much more! Visit our video library.

Our Blogs

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:

Family together

End-of-Year Planning

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.

Read More »
Meta Problems

Meta Problems

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.

Read More »

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.

Investment strategies blog

Written by Matt Coffina, CFA, the Moatiful blog gives perspectives on investment strategy, current events, and specific stocks for the long term investor.

Whitepapers & More

When you need good info consolidated… Without Google ads.

Retirement Checklist

Make sure you've covered everything with this helpful list.

The Sequence of returns

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

2022 Tax Guidelines

Tax guidelines - helpful for wrapping up 2022.

The benefits of FIA's

Fixed Indexed Annuities (FIAs) continue to grow in popularity.

Survivor's Checklist

A timeline of what to do after a loved one passes away.

What You Should Know About Annuities

An overview of often misunderstood products.