Our Services

Trajan Wealth offers a broad selection of services that range from Income Planning and Money Management to Personal and business insurance to help its clients achieve and increase financial security and protect their assets:

 

Annuities
401k Planning
Income Planning
Money Management
Life Insurance
Term Life Insurance
Whole Life Insurance
Universal Life Insurance
Index Life Insurance
Global Life Insurance
Term Life Insurance with Return of Premium

 

Jeff Junior, president and principal of Trajan Wealth will be pleased to help you determine which services will provide the greatest benefit to your financial portfolio.

Trajan Wealth is A SEC-registered investment advising firm. Jeff Junior, principal and president of Trajan Wealth is a Series 65 licensed financial advisor servicing the high net-worth clients in the greater Scottsdale, Arizona area.