Financial Videos

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

Weekly Updates

Should I Get An Annuity?

Annuities are often seen as an easy way to plan for retirement, but there are some cons you should be aware of. In this short, simple series, we cover the pros and cons of annuities with minimal jargon.

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. 


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.



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.

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