Trajan Wealth LLC

Trajan Wealth is an independent financial services company dedicated to helping investors make sense of their current and future financial lives.

At Trajan Insurance and Wealth Services we pride ourselves in maintaining the highest form of integrity and conducting ourselves in an ethical manner for ourselves, our families, our clients and our community.

We will be optimistic and positive, as we understand those attitudes will affect our overall success with our goals and clients. We will continuously seek solutions, not problems and know we will reap what we sow. We will work hard to create a self accountable environment and treat obstacles as opportunities.

We will deliver our message in a clear and concise manner and know our success will be proven by our expansion and ability to grow and lead others to meet their goals and dreams.

Our focus is to help you determining what you need for your different situation. Each family and/or individual has their own unique situation and we are here to help find the optimal solution for you. We focus in the following areas:

Life Insurance

Looking for Term Life Insurance, Whole Life Insurance, Universal Life Insurance, Index Universal Life Insurance or Global Index Life Insurance then contact us today!

Annuities

There are two basic types of annuities: deferred and immediate. 

Rollovers & IRA’s

An IRA established to hold the assets of an eligible distribution from a qualified plan. Rollover IRAs are Traditional IRAs that hold money transferred from another qualified plan.

College Savings

Our goal is to help you find the plan that best meets your long-term needs and financial goals when it comes to your childrens education needs.

Company Plans

From payroll to retention, to events and taxes, the last thing you need keeping you up at night is your company retirement plan. Let us provide you the information you may so desperately need.

Photographs

Jeff Junior, CEO

Previous Next