Locations in Arizona, Oklahoma, Texas, and Utah

Financial Videos

Preview our firm and philosophies before you ever step foot in the door

Weekly Updates & Podcast

WEEKLY VIDEO UPDATE

Being self-employed gives you a particular type of freedom, but it doesn’t give you an excuse to skip saving for retirement. Just the opposite! It makes putting money away that much more crucial since you’re on your own. Jeff Junior explains the benefits of each of these Self-Employed Retirement Plans. Watch to find out more about these retirement options and see which one might be perfect for your situation.

PLUS OUR WEEKLY PODCAST

There are plenty of misconceptions about financial planning that prevent people from ever considering it as an option. In this episode of Build Your Wealth with Trajan Wealth, Jeff Junior and co-host Rusty Humphries talk about myths that often go unquestioned. Like working with a financial advisor is only for rich people, right? Wrong. Financial Planning offers many benefits that you might not know about.

GET TO KNOW US

MEET TRAJAN WEALTH

Jeff discusses Trajan’s commitment to fiduciary standards that give clients an advantage.

5 Reasons to Hire a Fiduciary Advisor

If saving time and energy sound good, we’ve got you covered. Peace of mind? You got it. Here are the top 5 reasons to hire a good fiduciary advisor

Avoid Estate Planning Mistakes

On this episode of Build Your Wealth with Trajan Wealth featuring Jeff Junior, Jeff and co-host Rusty Humphries dive into a new venture, Trajan Estate. Kent Phelps, an estate planning attorney and co-founder of Trajan Estate, joins to discuss the importance of planning.

Have a question?

We are listening!