Financial Planning Videos

In today’s crowded marketplace, it’s not easy for consumers to find an advisor who is willing to listen, educate, and empathize rather than simply sell product. As an independent registered investment advisory (RIA) firm committed to putting clients first, Trajan Wealth is willing to go above and beyond by giving you a preview of our firm and philosophies before you ever step foot in our door.

In the upcoming months, you will find a carousel of short videos you can watch to learn more about a particular financial strategy or asset class, in addition to learning more about how Trajan Wealth helps clients meet their specific needs.

By providing accurate, unbiased information that you can use to make better decisions, we are confident you’ll see the value in partnering with Trajan Wealth to prepare for your future. If you’re ready to make an appointment, contact us today. Or email us with suggestions for future videos you’d like to see added to the Trajan Wealth Video Library. Happy viewing!

The Trajan Wealth Advantage

About Trajan Wealth

How Do You Get Paid?

Jeff Junior, President of Trajan Wealth, discusses how financial advisors at Trajan Wealth get paid when selling fixed insurance products.

How Do You Get Paid?

Jeff Junior sits down with Bruce St. James to discuss how financial advisors at Trajan Wealth actually get paid when managing portfolios.

Load Vs. No Load Investments

What’s the difference between ‘Load or No Load’ investments? Jeff Junior and Bruce St. James discuss both.

Mutual Funds Aren't the Best

Jeff Junior sits down with Dave Burns of Arizona Sports for a quick Q&A on why mutual funds aren’t for everyone.

What to Know about Annuities


Speak to our financial team today about your future goals and how we can help. Our offices are open 9 AM- 5 PM, Monday - Friday.

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