Financial Videos

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

Weekly Updates & Podcast

New 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.

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

"Build Your Wealth with Trajan Wealth"

Retirement is closer than you think. It’s never too early to start thinking about retirement planning. On this episode of Build Your Wealth with Trajan Wealth, Jeff Junior and co-host Rusty Humphries talk about retirement distribution strategies to help make your money last. The best advice? Leave those funds alone until you’re ready to use them to take full advantage of compound interest over time.

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.