On: Jan 16 2017 | Category: Life Insurance, Retirement Planning, Uncategorized

Questions on 26 (f) Programs?

There has been a big advertising push lately from the financial services industry for 26(f) Investment programs. A few of our clients have contacted us with questions, so I want [...]

On: Nov 19 2016 | Category: Retirement Planning, Taxes, Uncategorized

6 Quick Tips for End-of-Year Tax Planning

The year may be ending but for many individuals, preparation for tax season is just beginning. With only a few weeks left before we ring in 2017, now is the […]

On: Oct 2 2016 | Category: Annuities

What You Should Know About Annuities

    Even variable annuities can have guarantees. Annuities come in many different shapes and sizes. Some, such as the indexed annuity, offer exposure to the upside potential of the […]

Trajan Wealth is Moving America Forward

You may know William Shatner as the ‘Star Trek Guy’ or even from Priceline travel ads, but he is also one of the hosts of Moving America Forward. Moving America […]

On: Aug 2 2016 | Category: Retirement Planning, Uncategorized, Wealth Management

The Best Resources to Learn About Finances and Investing

Just because you have a Financial Advisor doesn’t mean you should stop learning about finances. Being an educated investor will help you choose the right Financial Advisor with confidence and […]

On: Jul 1 2016 | Category: Retirement Planning, Uncategorized, Wealth Management

What Does Financial Freedom Mean to You?

Financial freedom is a concept a lot of people think about, yet it’s hard to define. For some, financial freedom may be the ability to pay bills without having to […]

A quick note about BREXIT

As you may know, the UK decided to exit the Euro zone. This was unexpected for us. We thought it would be close but we did not think they would […]

On: Jun 17 2016 | Category: Retirement Planning, Uncategorized

Today’s Investment Strategy Is Not Your Father’s Plan

Each generation has its own idea of investment. During the 1950s the investment approach was in big companies, or blue chips. They were big, producing, profitable, and they had no […]

On: Jun 9 2016 | Category: Video Library, Videos

How does Trajan Wealth get paid?

Jeff Junior sits down with Bruce St. James of KTAR News to talk about Trajan's investment strategy and a very transparent discussion on how Trajan Wealth actually gets paid. [rs_space [...]

On: Jun 5 2016 | Category: Social Security Planning, Video Library, Videos

Bruce St. James and Jeff Junior Talk About Social Security

Jeff Junior sits down with Bruce St. James of KTAR News to talk about Social Security and why many people are retiring at the wrong time. After decades of work, [...]

On: Jun 1 2016 | Category: Retirement Planning, Video Library, Videos

Dave Burns and Jeff Junior Talk About Mutual Funds

Jeff Junior sits down with Dave Burns of Arizona Sports to talk about why Mutual Funds aren't always the best bet for your portfolio. There’s no doubt mutual funds remain [...]

On: May 25 2016 | Category: Retirement Planning, Uncategorized

Top Three Mistakes Veterans Make With Their Retirement

Serving in the United States Armed Forces is a career choice that often requires years of sacrifice and dangerous assignments. As a veteran of the Unites States Marine Corps, I […]

On: Apr 26 2016 | Category: Retirement Planning, Uncategorized

3 Reasons Investing In Mutual Funds Might Not Be Your Best Bet

  There’s no doubt mutual funds remain one of the most popular investment choices. The better known funds are fairly safe, have occasionally better returns and take a lot of […]

On: Feb 29 2016 | Category: Annuities

Much Ado about Upside Potential and Downside Protection

At the end of last week, we shared on our Facebook page a video that explores the concept of taking advantage of market gains without the risk. (View our Facebook […]

On: Feb 14 2016 | Category: Business Planning

Sizing up the Financial Future of Today’s Business Owners

For hundreds of years, family businesses were the cornerstone of America’s small business community. As an owner, building a business meant providing a solid opportunity to pass on wealth and […]