Financial Videos

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

Timely topics


Some people refer to inflation as the worst tax. Why? You may never notice inflation, but your investments won’t last if it’s eroding their value. It’s possible to negate the effect of inflation through smart investing strategies. As with taxes, it pays to be knowledgeable about your investment options and mix of assets.

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Cutting Your Holiday Costs

It’s hard to believe we are already approaching the end of another year, and the holiday season is here. Since holiday spending doesn’t include just gifting, it’s essential to set your budget now.  

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Video Mini Series

How Much More Do I Need To Retire?

If you’re wondering how much you need to save for retirement, you’re not alone. We’re covering to determine how much more you need to save. 

Should I Get An Annuity?

Annuities are often seen as an easy way to plan for retirement income, but there are some downsides. We cover the pros and cons of annuities with minimal jargon.



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

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