Locations in Arizona, Oklahoma, and Utah

Financial Videos

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

Weekly Updates & Podcast

You can do the work. You can save your money, budget carefully, and create a plan to withdraw your retirement savings. But timing is everything!
If you withdraw from your retirement account during a bear market, your savings may never recover – leaving you broke early into your retirement. This is called Sequence Risk, and it is one of the biggest concerns for retirees.

Want to learn how to avoid it? Watch this video to find out!

In this edition of Build Your Wealth with Trajan Wealth Podcast, Jeff and co-host Rusty Humphries, talk about Jeff’s top tips to get you ready for 2021. From dealing with your 401K, to updating your beneficiaries, you’ll want to make a checklist. 

You can do the work. You can save your money, budget carefully, and create a plan to withdraw your retirement savings. But timing is everything!
If you withdraw from your retirement account during a bear market, your savings may never recover – leaving you broke early into your retirement. This is called Sequence Risk, and it is one of the biggest concerns for retirees.

Want to learn how to avoid it? Watch this video to find out

In this edition of Build Your Wealth with Trajan Wealth Podcast, Jeff and co-host Rusty Humphries, talk about Jeff’s top tips to get you ready for 2021. From dealing with your 401K, to updating your beneficiaries, you’ll want to make a checklist. 

GET TO KNOW US

FIDUCIARY STANDARD

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

About Trajan Wealth

How is Trajan Wealth different?  And what exactly is a fiduciary?  We’re glad you asked.

Moving America Forward

Jeff is a guest on William Shatner’s Moving America Forward, discussing helping Americans retire with peace of mind.

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