Preview our firm and philosophies before you ever step foot in the door
Weekly Updates & Podcast
New Mini Series
If you’re wondering how much you need to save for retirement, you’re not alone.
Join us for our new weekly mini-series on Mondays! We’re covering to determine how much more you need to save. Get ready to dig into your details to put together a more precise plan. Ready? Bust out those pens and pencils (or a vision or dream board if you have one) because we’re starting with your end goals first.
PLUS OUR WEEKLY PODCAST
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.