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Estate Check-Up
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Treść dostarczona przez Rusty Humphries and Jeff Junior. Cała zawartość podcastów, w tym odcinki, grafika i opisy podcastów, jest przesyłana i udostępniana bezpośrednio przez Rusty Humphries and Jeff Junior lub jego partnera na platformie podcastów. Jeśli uważasz, że ktoś wykorzystuje Twoje dzieło chronione prawem autorskim bez Twojej zgody, możesz postępować zgodnie z procedurą opisaną tutaj https://pl.player.fm/legal.
Estate Check-Up - Build Your Wealth with Trajan Wealth feat. Jeff Junior
Have you reviewed your estate planning documents lately? If not, it's time to get a checkup. Planning an estate takes time and effort. Even if you think it's in order, something could have changed since then — like kids moving back home after college or getting married (or divorced). On this episode of Build Your Wealth with Trajan Wealth, Jeff and co-host Rusty Humphries talk about what life changes mean it's time to look at updating your will or trust.
Get more tips and get social with us! https://linktr.ee/trajanwealth
Trajan Wealth is not only comprised of fiduciary advisors, but also has teams of client service members, portfolio managers, and more who support your financial journey. Plus, we now offer estate planning to help plan for the legacy of your assets! Our team approach is unique and effective in planning all aspects of your future.
ABOUT THE FOUNDER & CEOJeff Junior has spent over two decades in the financial services profession helping individuals and couples in or nearing retirement better understand and prepare for the challenges associated with the ever-changing financial landscape. He holds his Series 65 and Life & Health licenses and has a proven track record of helping clients successfully align assets with objectives to leverage and manage investment portfolios that will weather market fluctuations.
A well-known speaker in the greater Phoenix area and an active member of the National Association of Insurance and Financial Advisors (NAIFA), Jeff frequently hosts public educational workshops in the community on a variety of financial and retirement topics. His 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.
Jeff grew up in a small town in northern Wisconsin. His father owned a 10 lane bowling alley and his mother was a nurse. They instilled a strong pursuit of doing things correctly, working hard, and a passion to care for others. Jeff became a “devil dog” of the United States Marine Corps, where he proudly served in a Marine Expeditionary Unit. He obtained his degree in 1997 from Campbell University in Buies Creek, NC, and immediately entered the financial services and insurance sector. Jeff has served corporations large and small in roles such as financial advisor, vice president, senior partner, and now president and owner of Trajan Wealth.He met his wife Brenda while stationed in Camp Lejeune N.C., who is also a veteran. While Jeff decided to pursue the financial sector, Brenda became a nurse practitioner. She then joined the ranks of Trajan Wealth as the Chief Operating Officer in 2020. Their son, Conner, is an Air Traffic Controller in the Air Force and their daughter, Bree, is going to WP Carey School of Business. Jeff continues to pursue his core values and serves his clients and employees with the utmost service and respect.
Get more tips and get social with us! https://linktr.ee/trajanwealth
*Advisory services offered through Trajan Wealth L.L.C., an SEC Registered Investment Advisor. Fiduciary advisor not dually licensed as a securities broker and not able to sell securities for a commission.
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