Preview our firm and philosophies before you ever step foot in the door
Weekly Updates & Podcast
This is alarming. Research found that nearly half of all Americans don’t have life insurance.(1) That means millions of families face more than the emotional shock of losing a loved one; may not be able to replace their loved one’s income. That money represents more than basic needs; it represents future educational opportunities, retirement dreams, and family memories.
We’re all about family, especially with the holidays coming up. Protect those who depend on you and know what questions you should be asking.
1 – 2020 Insurance Barometer Study
GET TO KNOW US
Jeff discusses Trajan’s commitment to fiduciary standards that give clients an advantage.
About Trajan Wealth
Moving America Forward
Jeff is a guest on William Shatner’s Moving America Forward, discussing helping Americans retire with peace of mind.