Call 480-214-9835 for a portfolio review
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 Forward, a national television series celebrating the achievements and contributions of businesses and entrepreneurs across America recently interviewed Jeff Junior, President of Trajan Wealth about his long term success in helping people navigate the ever-changing economic landscape.
The show, hosted by William Shatner and Doug Llewelyn is dedicated to delivering quality educational programming honoring a variety of business owners that are moving our country forward.
Trajan Wealth was chosen as one of these businesses for their outstanding work in helping individuals and couples better understand and prepare for the challenges associated with retirement.
In this episode of Moving America Forward, Jeff Junior talks about common problems and concerns of pre-retirees and why working with an Advisor with a fiduciary standard is so important. He also shares his story of how a young Marine got started in the financial planning business and how Trajan Wealth can help people at any stage of life to secure their best financial future. In addition to retirement planning, Trajan Wealth also offers the following services:
Trusts and Wills
About Trajan Wealth: Trajan Wealth is a SEC registered full service investment firm located in Scottsdale, Arizona. All Trajan Wealth Advisors are held to a fiduciary standard, meaning clients best interests are always put first. Jeff Junior has spent decades in the financial services profession. Jeff’s high degree of knowledge and training has earned him numerous noteworthy awards, including membership in the Circle of Honor Society. Additionally, he has been quoted in articles published by The Boston Globe, CNBC, Reuters, Yahoo! Finance, Morningstar and countless others. For more information or to schedule a complimentary portfolio review, call 480- 214-9835